Good client reporting can be a powerful aid to client retention. But it is often time-consuming and costly. Our Reporter solution is fast, efficient and generates a high-quality, consistent product. It can reduce turnaround times by up to 80%.
Reporter is a web-based, managed service, powered by industry specialist Kurtosys. As a hosted solution, clients get the benefits of:
- variable costs linked to volumes
- no infrastructure costs
- support to meet time-critical report production cycles
- platform upgrades as they occur
Reporter has pre-built solutions for all types of asset managers. It is easy to implement. We can put a customised reporting solution in place within a matter of months. In-house solutions can take years.
End-to-end application
Reporter manages workflow - data capture, review, approval, delivery - in a fully audited process. Data can be sourced from different accounting platforms, performance engines, VaR reporting or CRM systems - even external fund administrators and market data and benchmark providers. The finished reports can be delivered through multiple channels - even integrated into a firm's website.
Full branding
Clients can give the finished product their own look and feel - using their own logo, colours and fonts. Reporter delivers individual branding with all the benefits of a standard application.
