Custom Presentations Made Simple
As many of the industry's leading firms have discovered, InvestEdge serves a critical role in meeting the most demanding reporting requirements. In addition to making it easier and less expensive to create outstanding presentations-the system provides true competitive advantage.
The key to InvestEdge is flexibility. Unlike other systems, InvestEdge is easily customized to specific reporting requirements-the look of reports, as well as all content, is exclusive to you. And because InvestEdge includes the ability to apply unique asset categories and subcategories, reports accurately portray how each account is allocated. Plus, detailed attribution analysis equips you to demonstrate the value of your management style.
With InvestEdge, investment professionals or performance reporting groups can schedule and produce large numbers of customized reports at period ends, or single reports on demand for client meetings or requests. The system automatically translates account, holdings, transactions, and performance data into a consolidated report package. It even inserts a personalized cover page, page numbers, and table of contents.
The system enables report customizations at the client level as well. You 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 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 portal.