Investment Reporting
Enhanced client experience. Increase reporting productivity. Future-proofed solution.
Client reporting is a cornerstone communication between an investment firm and its clients. Reporting as a Service is a highly automated client reporting solution which out of the box enables your reporting team to simply produce individual reports for your clients; efficiently, reliably, and at scale.
Bespoke Reporting
Investment reports that dynamically flex the content depending on the client, the investments and other data, create highly personalised reports, at scale. The inclusion of written commentary provides a further level of personalisation that further enhances the report.
Fully Automated and Error Free
Reporting as a Service fully automates the entire production process. From data ingestion and validation, through the report production, publication and review process, to the automated distribution of reports. No manual processes and no manual errors.
A Future-proofed Solution
Future-proof your reporting; the core service is updated every 3 months to ensure it still provides all the flexibility and functionality you need. Hosted in the cloud – there’s nothing for you to install.
Responsive to Change Requests
Specific enhancements or changes to reports are simply accommodated and typically delivered within 48 hours. Ensuring that your clients always receive great service and an up to date and highly personalised investment report.
Meeting Packs
Create bespoke meeting papers in less than 5 minutes; select just the elements you want to include in the pack, and the system will immediately produce the update report for the meeting. Client service at its best.
Remain in Control
Your reporting team manages the report production process and remains the key contact point with your clients. Like all great solutions, our reporting service is simple to understand and use. Your data, your team, our system, your reports.
Visit our solution pages to discover the features and benefits of Reporting as a Service.
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.