InvestEdge ASP's client reporting features solve many of the inefficiencies inherent to report generation. The patent-pending technology automates time-intensive tasks such as data gathering, report creation, and report assembly. As a result, investment professionals can schedule and produce large numbers of customized reports at period ends, or single reports on demand for clients meetings or requests.
With a click of the mouse, the system automatically translates account, holdings, transactions, and performance data into a consolidated report package. The system even inserts a personalized cover page, page numbers, and table of contents.
Custom report formats that conform to your brand and content needs are standard. But equally important, the system enables report customizations at the client level. Advisors can easily select or exclude specific reports for each package, as well as the individual content for each report. Then, the preferences can be saved and re-used each time the package is run.
InvestEdge ASP also offers flexible report delivery options. Completed reports can be printed in-house at the firm, sent to a professional printer for assembly and distribution, or made available electronically with secure authentication via a restricted website.
