Improve and personalise your client reports by including investment commentary
Our integrated commentary management solution is simple to operate and allows for written commentary to bring investment insight and personalisation to your client and fund reports, improving your client’s experience and adding genuine value.
Simple to Use
Individuals or teams of investment writers can contribute to the drafting process. The process is simple to understand and straight forward to use.
Commentary can be written at various levels, for example; firm updates, market, mandate and even stock level. These can be automatically and dynamically combined within the solution to provide a richer and more personalised investment report.
Commentary can be translated to any language and included in regional reports. Spell check is automated and works for all languages.
Integration on the Page
The commentary can be any shape and size you require and combine with other elements on the page to create a personalised and professional report pack.
Reporting as a Service automatically sends email prompts if the commentary is becoming late and may delay the report production process.
Each piece of written commentary is stored just once in the system – irrespective of how many times it is used. Any changes to a piece of commentary automatically re-renders all the reports using that commentary.
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.
“Written commentary is easily added to personalise the reports, at scale.”
Client Relationship Director
“Edinburgh Partners are able to continue to provide bespoke and personalised reporting to our clients, utilising systems and processes that are insensitive to volume and future-proofed.”
Jonathan Mundy, Head of Projects, Edinburgh Partners
“Being able to write any length of commentary brings flexibility to the reporting process.”
“The user dashboards are simple, powerful and fast”
Manager, Investment Reporting