Client Reporting & Communication

Customized client communication and reporting software for investment managers

As investors demand increasingly complex and frequent information about the market and their accounts, firms that can deliver on-demand information specific to their needs will gain an advantage. And as client requirements continue to evolve, firms with operations that are flexible, scalable and innovative will be able to capture investors’ attention.

Our end-to-end, interactive client engagement and communication solutions make your firm stand out and help you deliver a more engaging client experience – the kind that strengthens relationships and builds long-term loyalty.

More on our client communication tools

Improve client satisfaction: Deliver high-impact, customized communications providing clients with the information they want, how and when they want it. Our solutions give you the maximum flexibility in designing, producing, and distributing reports, factsheets, presentations and other strategic content.

Eliminate dependence on additional resources: Virtually any authorized person in your firm can create individualized client communications in a matter of minutes; easy to use tools eliminate the need for internal IT or other third-party services.

Increase efficiency: Even as the volume and complexity of communication requirements continue to grow, our solutions help you become more agile, cost-efficient and responsive to client demands.

Reduce errors: Automated quality control means clients experience an increase in report quality and consistency, without manual intervention.