Accurate and timely client reporting is a cornerstone communication between an investment house and its clients. For investment reporting our solution provides:
Reporting as a Service is a fully automated, end to end solution which enables users to manage the entire report production lifecycle far more efficiently than traditional methods.
Our unique commentary feature means investment writers can very quickly create fully personalised reports which in turn, significantly improves customer satisfaction levels.
On-boarding is achieved in less than six weeks for even the most complex client requirements.
Pay Per Report
Our flexible, highly cost effective commercial model means that firms of all sizes can benefit from a world-class solution, whilst only paying for the number of reports they produce.
- Automated data ingestion and validation
- Regular report scheduling or run-now options
- Automated production, with email prompts and reminders sent automatically
- Management dashboards to display progress and highlight delays at a glance
- Embedded commentary management solution
- Secure document library for online access to all reports and their audit trail
- Dynamic report templates that flex automatically depending on the client, fund and data
- Traffic light system to manage deadlines
- Report review and approval
- Automated distribution of reports and content
- Flexible and powerful report search and retrieval from the secure document library