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Product list

Client Reporting

What is "Client Reporting" ?

Software and services designed to evaluate the performance of companies, and to provide detailed reports to clients of the factors that have lead to such performance.
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DST Global Solutions
An efficient, smoothly functioning operations hub is one of the keys to success in asset management. At DST Global Solutions, we provide the technology solutions that allow buy-side firms of all sizes to optimise business-critical operations and build the platform on which their business can develop - through new instruments, new products or new markets. Leader in middle office and asset ...
Tags:
hiportfolio, hiportfolio/3, dstinternational, dst, dst systems, fund accounting, portfolio accounting, back office,
DST Global Solutions
Good client reporting can be a powerful aid to client retention. But it is often time-consuming and costly. Our Reporter solution is fast, efficient and generates a high-quality, consistent product. It can reduce turnaround times by up to 80%. Reporter is a web-based, managed service, powered by industry specialist Kurtosys. As a hosted solution, clients get the benefits of: variable ...
Tags:
DST, DST International, DSTi, client reporting, managed service, middle office solutions, fund fact sheets, quarterly client packs, fund flash reports, workflow, web report delivery
LINEDATA SERVICES
FundManager, Linedata's flagship product aimed at the alternative investment community, offers front-to-back office portfolio management, Straight Through Processing and total scalability. Utilising a single, robust Oracle 9i database as its underlying platform, FundManager captures and processes trades across a vast array of instruments and asset classes and comes standard with the ...
Tags:
Order Management,Portfolio,Hedge Fund,Beauchamp, BFT, alternative, STP, Linedata,middle office,back office,portfolio analytics,reporting,ASP
LINEDATA SERVICES
Linedata Reporting is a fully integrated solution for existing Linedata clients, providing a robust reporting package through deployed installation or the Application Service Provider (ASP) models.  Linedata Reporting makes it easy to create sophisticated reports for both internal and external reporting. With its drag-and-drop report building tools, graphically rich management dashboards, and ...
Tags:
integrated sophisticated reporting tool
Financial Software Systems Inc.
Spectrum Warehouse is a comprehensive and integrated cross-product trade management platform.  Within one integrated platform clients' Foreign Exchange, Money Market, Fixed Income, Equity and Derivative positions can be monitored in real-time.  The robust Spectrum Warehouse architecture facilitates the traders' or relationship managers' ability to provide the highest degree of customer ...
Tags:
Client Reporting, Multi-Lingual, Cross-Asset, Reat-Time
Significantly improve the operational efficiency of your fee billing process with Redi2 Revenue Manager™.  Our clients use Revenue Manager to 1) automatically calculate a range of fee types – including performance fees; 2) manage the invoice generation/approval process; 3) create ...
Tags:
fee billing, asset management, , managed accounts, advantage, Suntec, revport, Interactive, Bonaire, Advent, Tata, invoice, accruals, institutional, treasury, revenue management, SMA, fee based
Today, Portfolio Reporting can no longer be defined as just the timely production of Portfolio Reporting packs, containing as usual the combination of:   Fund fact-sheets ...
Tags:
Client Reporting,
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