Case Studies

AJ Bell Case Study

A desire to re-design and improve the reports, automate the report production process and deliver the reports on time – every time.

Fund Factsheets at Royal London Asset Management

Re-designed, improved and fully automated.

GIB Asset Management Case Study

As well as bringing reporting automation to GIB AM, the partnership will yield an outstanding service to their clients, investors and internal teams through improved reporting flexibility and timely delivery of reports and report enhancements.

Royal London Asset Management Case Study

Re-designing and fully automating the Quarterly Investment Reports for the Royal London Asset Management Institutional and Wholesale businesses.

Brunel Pension Partnership Case Study

Client reporting and fund factsheets. Re-imagined.

Asset Management One International Case Study

Re-designing and automating Fund Factsheet reporting through Reporting as a Service.

Fundamental Asset Management Case Study

Fundamental Asset Management select Reporting as a Service to deliver improved client reports, flexibility, scale and a future-proof model – in a cost effective and affordable manner.