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Rensburg Sheppards Adopts Speedreport

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Leading private client fund management group, Rensburg Sheppards Investment Management, has adopted the Speedreport service for the production of its clients’ investment reports. A joint service provided by MBA Systems and CDL, Speedreport has significantly enhanced the appearance of Rensburg Sheppards’s reports and provides the firm with the flexibility to tailor reports according to the needs of its clients.

In selecting a client reporting service, Rensburg Sheppards knew exactly what it wanted and had a very tight specification. “We identified a need for a single reporting system following our merger (between Rensburg and Carr Sheppards Crosthwaite),” says Richard Fullman, Divisional Director at Rensburg Sheppards. “We needed to be able to make our reports more concise so that we could reduce the volume of paper that we use. We also needed flexibility. Speedreport matches these criteria and has enabled us to produce good looking reports without much extra programming work.”

Reports are prepared in two principal formats, one with more detail than the other. Adhoc reports can also be easily prepared. All reports have to match Rensburg Sheppards’s corporate house style. Speedreport is also able to change the contents from all upper case, which is how it is held in the database, to a more attractive format. As well as printed documents for its clients, Speedreport also supplies Rensburg Sheppards with a duplicate copy of each report in pdf format for easy access when liaising with its clients.

“We wanted to outsource our report production and not have to prepare them all in-house,” says Fullman, “But most of all we appreciate the improved presentation of our valuation reports. Our clients do too - we have had a lot of very positive feed back – which is always gratefully received.”

The Speedreport service is jointly provided by MBA Systems, which develops the Speedreport software and manages the service from its secure data centre; and CDL, which manages all the physical print production and any required fulfilment (automated packing).

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