Client Reporting
Custom Presentations
Made Simple
With InvestEdge, investment professionals or performance reporting groups can schedule and produce large numbers of customized reports at period ends, or single reports on demand for client meetings or requests. The system automatically translates account, holdings, transactions, and performance data into a consolidated report package. It even inserts a personalized cover page, page numbers, and table of contents.
Custom Presentations Made Simple
With InvestEdge, investment professionals or performance reporting groups can schedule and produce large numbers of customized reports at period ends, or single reports on demand for client meetings or requests. The system automatically translates account, holdings, transactions, and performance data into a consolidated report package. It even inserts a personalized cover page, page numbers, and table of contents.
Extensive
Flexibility
Professional and Comprehensive
- Deliver account, holdings, transactions and performance reports in one package
- Visually depict results with appealing graphs and charts (automatically created)
- Leverage scalable technology to produce a single presentation on demand or schedule tens of thousands at a time
- Present results that truly reflect how the account is managed based on your firms specific asset classes and subclasses
Mass Personalization
- Create reports that appear to have required hours to produce – but really took minutes.
- Personalize content with individual customer messages, as well as investment and marketging pages
- Include or exclude desired reports form any package
- Tailor the details within each report using cutomizable parameters
- Combine multiple accounts to meet family-based reporting requirements
- Report on held-away assets
Consistent Presentation
- Create reports form customized templates developed exclusively for you
- Perpetuate your brand through consistent design and controlled content
- Save preferences per client for consistency month after month
The key to InvestEdge is flexibility. Unlike other systems, InvestEdge is easily customized to specific client reporting requirements – the look of reports, as well as all content, is exclusive to you. And because InvestEdge includes the ability to apply unique asset categories and subcategories, reports accurately portray how each account is allocated. Plus, detailed attribution analysis equips you to demonstrate the value of your management style.
The system enables report customizations at the client level as well. You can easily select or exclude specific reports for each package, as well as the individual content for each report. Then, the preferences can be saved and re-used each time the package is run.
InvestEdge also offers flexible report delivery options. Completed reports can be printed in-house at the firm, sent to a professional printer for assembly and distribution, or made available electronically with secure authentication via a portal.
Easily customize specific client reporting requirements...
- Client-specific report packages
- Flexible client communication and reporting
- Interactive output to Client Portal
- Customized client branding; support multi-sponsor and advisor group branding
- Scheduling options
- Multiple delivery options
