Client reporting

Sample - client reports

At a glance

Produce client reports for retail, insitutional and private asset management

Total solution, from data collection, template design to report distribution

Maximum efficiency with integrated workflow and production-cycle

Overview

FundReports is the first solution to fully address the demanding requirements of client reporting.Any data can be utilised through via an optional dedicated data hub. With integrated workflow and maximum automation, small client reporting teams can produce more customised reports through an easy to use drag-and-drop interface. The production manager delivers better visibility and workflow management during hectic reporting periods. Now a single solution can deliver a complete solution from data capture to fulfilment.

Benefits

Remove reliance on IT
Total solution, from data collection to distribution
Connect to virtually any data source
Produce high-quality reports as unique as your clients
Improve client retention: reports delivered on-time
Intuitive web user interfaces
Maximise efficiency with integrated workflow
Short implementation timeframes

Features

Suitable for
Institutional, Retail or Wealth Management
Client reports, factsheets, accounts etc.
Related product
FundReports V5
Services
Product implementation
Hosting and managed services
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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

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Managed services
Product implementation
Bespoke and creative

Corporate

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