I would normally say that if you answered “yes” to all 3 questions below, you should consider a review of your current process, and consider a new reporting system.
However, if you answered “yes” to any of the questions above, I would encourage you to read on:
Generally, truly world-class client communications and reporting systems are only able to be justified and afforded by the larger asset managers. However, small and medium sized asset managers require just the same accuracy, flexibility and levels of automation, in order to service their clients in a timely and accurate manner and also so they can complete with the larger asset managers.
Until now, this hasn’t really been possible. However, with the advances in cloud technology and its commonly accepted use in financial services, medium and smaller asset managers can now gain access to the very best client communications and reporting system – in a way that is both affordable and efficient.
We offer Reporting as a Service, a cloud based client reporting solution to medium and smaller asset managers. Our service comprises the entire end to end reporting process, from data collection, data checking, through report production and sign off to automated distribution and filing. The reporting process is fully automated and has a full audit trail. The reports are configured to your precise content, layout and branding. The cloud based solution means there’s nothing to set up in your technical infrastructure and you can be live within 3-8 weeks – so much quicker and cheaper than a traditional in-house implementation.
To date, we have a 100% success rate in delivering to every detailed reporting requirement. Why not find out more about our solution and see how it can help you. For more information please visit our website www.opus-nebula.com or email [email protected].