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Client Reporting vs Client Servicing

Client Reporting vs Client Servicing

Written by Andrew Sherlock (Opus Nebula Director/ Co-Founder) I agree with so much that has been written, and echo many of Jackie’s comments and observations. Especially where firms seem to be confusing client reporting with client service, and expending greater...

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Client Reporting Team Nightmares…

Client Reporting Team Nightmares…

A revised data file, or data files, are received after the client reporting process has started. A few questions that may immediately spring to mind: Are there any data changes? What’s the impact of the changes? Which reports will need to be re-run? Have any impacted...

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Client reports taking too long to complete?

Client reports taking too long to complete?

Does the report production and the monitoring and tracking rely on manual processes? Is the commentary difficult to integrate, and fit to the space available? Does versioning get out of control, with any updates and last minute changes? Does the distribution process...

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If you have any questions regarding our Reporting as a Service solution, please let us know by clicking the button below. Is your firm currently facing any particular ‘pain points’ with your existing client and fund reporting system? We would be happy to arrange a call or meeting to discuss them in greater detail and explain how our cloud-based reporting solution may be the answer.