White Papers

An ESG Client Reporting Partnership

An ESG Client Reporting Partnership

ESG Client Reporting is still evolving and can be quite challenging. Many investment firms struggle to provide high quality ESG reporting to their clients. Please download our white paper that outlines the 3 key challenges facing investment firms right now.  - 3 key...

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What Makes a Good Client Report?

What Makes a Good Client Report?

We are often asked, “What does a good client report look like?”Clearly there’s no one line answer to that question, but please download our white paper that provides context, experience and best-practice recommendations that combine to answer that question from all...

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Too Busy Being Busy

Too Busy Being Busy

Confusing… but sound familiar? The situation described is where people are too busy doing their day-to-day function, and have identified that it is getting out of control, but need help and assistance to stay on top of the job, while maintaining quality and achieving...

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Do More with Less in Client Reporting

Do More with Less in Client Reporting

Investment firms face ongoing pressures on their client reporting functions and are having to look for ways to do more with less. We believe the client reporting industry is entering a third phase in its evolution and one that can help firms to meet these challenges...

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What does SaaS mean for client reporting?

What does SaaS mean for client reporting?

This paper attempts to explain Software as a Service (SaaS) reporting in more detail and to compare SaaS reporting with a more traditional client reporting in-house implementation, from the perspective of a business practitioner. - SaaS defined    - Model...

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We’d like to get to know you better.

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.