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Client Reporting

Client Reporting

By meeting your clients' communication needs, you can distinguish yourself from your competitors. Pages is a powerful client communications solution for investment managers, insurance companies, and banks that generate distinctive client statements and slide presentations for print, electronic or face-to-face meetings. Pages delivers the complete reporting solution for the investment management industry.

Investors are demanding increasingly customized reporting content, more frequent reporting periods, and faster turnaround. Pages automates your client reporting process and ensures you are meeting your client's requirements. With Pages, you benefit from fully-integrated client reporting features that seamlessly integrate data, rich text and graphics into your client reports.

"complete reporting solution for the investment management industry"

These industry-leading features include:

  • Desktop publishing-quality statements, pitch books and presentations that you customize with your own data.
  • Personalized and multilingual capabilities that allow you to generate reports tailored to the individual needs of your clients.
  • Automated processes that enable you to create statements in hours, not days or weeks.
  • A simplified workflow that lets you run data integrity checks automatically to nominated reviewers prior to distribution.
  • Complex business logic, including "if-then-else" capabilities to handle one-off situations or other special cases.

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