Highlights

Professional and Comprehensive

Provide every single client with the details and information they expect in an easily understood format.

Professional and Comprehensive

  • Deliver account, holdings, transactions and performance reports in one package.
  • Visually depict results with appealing graphs and charts (automatically created).
  • Leverage scalable technology to produce a single presentation on demand, or schedule tens of thousands at a time.
  • Present results that truly reflect how the account is managed based on your firm’s specific asset classes and subclasses.

Mass Personalization

Impress each client with customizable content.

Mass Personalization

  • Create reports that appear to have required hours to produce… but really took minutes.
  • Personalize content with individual customer messages, as well as investment and marketing pages.
  • Include or exclude desired reports from any package.
  • Tailor the details within each report using customizable parameters.
  • Combine multiple accounts to meet family- based reporting requirements.
  • Report on held-away assets.

Consistent Presentation

Select from predefined templates with the ability to choose specific reports and customize content.

Consistent Presentation

  • Create reports from customized templates developed exclusively for you.
  • Perpetuate your brand through consistent design and controlled content.
  • Save preferences per client for consistency month after month.