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
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.
| 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 |
| Suitable for |
| Institutional, Retail or Wealth Management |
| Client reports, factsheets, accounts etc. |
| Related product |
| FundReports V5 |
| Services |
| Product implementation |
| Hosting and managed services |
| © FundWorks UK Limited 2008 | +44 (0)20 7763 6910 | info@fundworks.com | Contact details  |
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