FundReports client reporting suite

Diagram - client reporting

Overview

FundReports produces high-quality, custom-made client reports and sales material supporting a diverse range of requirements. Now in release 5.0, FundReports is a true best-of-breed application, building on previous successes to deliver significant new benefits to asset managers, including improved workflow, intuitive user interfaces and reduced implementation times.

Product features

Web-based delivery Accessible from multiple locations and terminals
Report designer Graphical drag-and-drop interface for designing report templates
Component definition Reusable report components, templates and data sources
Integrated workflow Track deliverables and tasks from diverse teams
FundDataHub Optional dedicated data repository, specific for client reporting
Data integrators Connect to virtually any data source
Data operators Interfaces for checking, splicing and re-using data
Production manager Manage scheduled or ad-hoc production cycles
Generation engine Use Adobe InDesign or Actuate for high-volume generation
Distribution mechanisms Release reports for electronic or hard-copy distribution
Client manager Specify client requirements and distribution lists
Flexible availability Application software or fully managed service

Technical characteristics

Microsoft .NET framework
Microsoft SQL server
Optional dedicated FundDataHub
Adobe InDesign or Actuate reporting server
Output in HTML, PDF or MS PowerPoint
Integrates via FTP or web services

Arrange a demo

The only way to communicate the full power of our products is through a demonstration. Please contact us to arrange a no-obligation meeting or web-demonstration.

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Solutions

Client reporting
Factsheet production
Website publishing
Transactions and valuations
Adviser directory
Adviser distribution network

Products

The FundWorks platform
FundReports
FundSource
FundNets
FundTools
FundX
FundWorks for Advisers

Services

Managed services
Product implementation
Bespoke and creative

Corporate

About FundWorks
News and press releases
Contacts