Client reporting
From data to distribution
Overview
FundWorks Client Reporting is the first solution to fully address the broad and demanding requirements of communication and reporting for retail and institutional clients. With its integrated workflow and straight-through architecture, the solution enables small service teams to produce high volumes of client reports, accounts and factsheets while retaining the flexibility to customise designs and meet new requirements. With the FundWorks Platform, asset managers can deploy a single solution, spanning data management to distribution and fulfilment.
Key benefits
- Automate report production and minimise operational risk with integrated workflow and scheduling tools
- Control cost and risk by employing a single platform for the entire reporting operation
- Future-proof processes and anticipate change by deploying a flexible platform
- Enable users to control all aspects of the reporting process, with intuitive and flexible configuration and process management tools
- Streamline distribution for retail and institutional clients, by providing reports in multiple formats
- Maximise ROI through reduced implementation times, reusable data structures and pre-built component libraries
- Functionally rich and easy-to-use web-based applications, designed by software and asset management experts
Solution features
| Multiple deployment options |
| Application software |
| ASP service with full access to the application |
| Managed service providing a commodity solution |
| Online self-service centre |
| Automatic publishing of client reports to secure inboxes |
| Client access to published reports and data queries |
| Comprehensive suite of web modules |
| Personalised production and task dashboards |
| Management dashboards for overview of report production |
| Document centre for reports and automatic fulfilment |
| Report template builder and brand-style configuration |
| Data management toolkit to load, manage and query data |
| Commentary manager to write, edit and search for content |
| Production manager with workflow designer and scheduler |
| Automated and ad-hoc reporting |
| Componentised configuration |
| Reports built from reusable constituents |
| Workflows built from flexible objects |
| Document-specific distribution built from groups and recipients |
| Comprehensive, flexible data management |
| Data collection and validation from multiple data sources |
| Time-stamped data and on-line data archive |
| Storage and management of structured data and commentary text |
"FundWorks has provided us with a best of breed tool kit to support our increasingly diversified business and client requirements."
Jason Wood
