Client Reporting

Improve your client interaction with enhanced reporting. Provide your clients with sleek, informative reports with SS&C client reporting solutions – enabling you to integrate data from multiple sources, automate report generation, and distribute reports where they are needed most.

KEY BENEFITS

IMPROVED CLIENT SERVICE
Our report design tools provide unrivalled flexibility and power to client servicing teams to cater for their clients’ production reporting and on-demand reporting needs. True drag and drop report design within a web browser now allows client services teams to build and deliver high quality reports in minutes.

Automated statement production
Our automated solution brings unrivalled efficiency to statement production, removing time-consuming and error prone manual processes. You can easily input data from your portfolio management, CRM, performance measurement and other investment systems and build professional statements that include graphs, charts, photos, personalized commentary, and a dynamically generated table of contents.

Flexible delivery
We enable you to efficiently produce customized reports in various formats including PDFs, presentations, web-formatted reports or hard copy reports. You can define workflows for report distribution and automate the delivery preferences for each client. We support numerous report delivery methods, including email, hard copy mailing, and delivery via mobile devices and web portals.

Simplified data for accurate reporting
Our client reporting solution consolidates data from multiple systems, including your book of record data for accounting, performance data and information from other systems. Your data can be immediately integrated across all formats, databases and operating systems, reducing errors and processing times.