tercero Reporting
Investment managers face increasing pressures from their clients to deliver more information, more often, more effectively and with more relevant content. Individual tailoring of reports whilst a great selling point for advisors is an incredibly difficult prospect for IT or operational staff to fulfil. New communication channels such as the web and mobile devices are throwing up additional challenges many firms are simply not equipped to meet.
Our strategy with client reporting is to first solve the major issue that plagues all investment organisations..... DATA.
Without good, clean, accurate and well structured data no client reporting system can work effectively. Our Client Reporting module is imbedded in to our underlying Investment Management platform. All client, instrument, pricing, valuation, transaction, performance, risk and commentary information is sourced from one place. This has the benefit of improving accuracy and consistency of the reports.
The User Interface in to the system is highly intuitive and allows end users to design and customise reports with minimal training. The rules driven system can recognise when certain instruments or funds are held in portfolios and automatically attach commentary or fund fact sheets in to the report.
Auditing and versioning allows for ‘best practice’ workflows to be built around the system and when the reports are finally available for distribution the output capabilities for high volumes of reports is outstanding. Delivery can be via traditional printing, PDF, Word or via your own electronic or web channels.
tercero Reporting key features
• Client usability
• Tailored reports
• Data sensitive content
• Quality charting and graphing
• Integrated into multiple platform
• Multiple data sources
• Scalable to high volumes
• High quality printed and electronic output
• Full web access
• Used individually or as part of the overall solution