Reporting Software for Investment Managers

Customizing Client Communication with Reporting Software for Investment Managers

Reporting Software for Investment Managers

In this modern day and age, investors are more savvy and demanding a higher level of transparency with their investment accounts and the market. As client requirements are likely to evolve, investment firms need to be flexible, scalable and innovation with their operations to leverage client expectations. With integrated reporting software, the Quant Reports platform can make your firm stand out against competitors, strengthening client relationships and building long term loyalty.

More on the Quant Reports platform:
  • Improving client satisfaction with reporting software: deliver high-impact, white-label analytics and fund factsheets providing clients with the information they want, how and when they want it. Quant Reports solution allow for maximum flexibility in designing, producing, and distributing reports, factsheets, presentations and other strategic content.
  • Eliminate dependence on additional resources: any staff memeber can create individualized client communications in minutes; intuitive and easy to use tools eliminate the need for internal IT or other third-party services.
  • Increased efficiency: even as the volume and complexity of communication requirements continue to grow, Quant Reports solutions help you become more agile, cost-efficient and responsive to client demands.
  • Reduced errors: Automated quality control means clients experience an increase in report quality and consistency, without manual intervention.

For an example of a live reporting click here, and to get in contact go here.