Exceeding client service expectations is critical to retaining existing investment mandates and developing new business.

Quality reporting, accurate data and timely delivery is paramount to effective client communications. Financial services organisations face increasing demands for higher service levels, coupled with the challenges of data aggregation and regulatory pressures. Kurtosys Client Reporting enables financial organisations to enhance their client reporting offerings by reducing the burden of administrative processes through its robust data management, dynamic reporting and flexible workflow capabilities.

Kurtosys Client Reporting provides a complete end-to-end solution for report design, customisation, data collection, report approval and distribution. With its integrated workflow and straight-through architecture, small or large service teams can automate the production of high volumes of financial documents yet retain the flexibility to customise designs and adapt to changing business requirements.

Deliverables

  • Annual, quarterly or monthly reports
  • Pitchbooks
  • Distribution via secure portals

Kurtosys Client Reporting provides a complete solution for publishing and distributing financial reports, such as annual reports and accounts, reconciliation statements, trial balance reports and simplified prospectuses.

Deliverables

  • Annual reports and accounts
  • Reconciliation statements
  • Trial balance reports
  • Simplified prospectuses

Report output

  • Content-rich documents, financial tables and charts
  • Print- and web- ready PDF, Powerpoint, Excel
  • High-quality rendering with Adobe InDesign® or Actuate
  • Complete control over layout and styling
  • CSV/XML for data exchange

Content management

  • Commentary management – storage and reuse
  • Graphical charts - bar, column, line, area, donut, pie
  • Image library – upload graphics and files
  • Financial tables –simple and complex table formats

Data management

  • Integrated data store for financial data
  • Capture data from vendor feeds, databases and files
  • Real-time, structured and unstructured data
  • Diverse instrument types
  • Data validation, processing and aggregation

Workflow

  • Flexible workflow, customised for business processes
  • Scheduled or ad-hoc document generation
  • Role-based permissions
  • Email notifications for manual tasks
  • Content expiry and batch publishing

Audit and security

  • Document history and versioning
  • Approval process for compliance
  • Secure login and password encryption

Distribution

  • Electronic distribution to multiple channels
  • Distribute file attachments

  • Automate reporting processes

    Automated, high-performance report production and delivery

  • Realise faster time to market

    Reduce implementation times through data repurposing and component libraries.
    Achieve consistent branding across documents, control content and design.

  • Improve client retention

    Deliver timely reports for retail, institutional, wealth, custody, hedge fund, Transfer Agency and distributor clients, in multiple formats.
    Custom content and presentation of data.

  • Remove reliance on IT

    Intuitive and flexible tools.
    Web-based applications – 100% thin-client.

  • Compliance control

    Sign-off by marketing, servicing and compliance teams.
    Full audit history and version control.
    Regulatory controls.

  • Innovative software by industry experts

    Future-proof technology, independent of any particular vendor or service provider.
    Functionally rich web-based applications.

  • Control cost and risk

    Deploy a single platform, spanning the entire reporting operation.
    Minimise operational risk through integrated workflow.
    Flexible, customisable, scalable solutions to suit business requirements.