Client Reporting

Reporter is a web-based, managed service solution, powered by our partner and industry specialist Kurtosys. As a hosted solution, our clients are exxpected to enjoy the benefits of:

• Controlling their entire reporting process in an automated workflow environment
• Consistent reports are delivered through using our single, centralised platform
• Having their delivery challenges addressed by Reporter’s powerful and flexible functionality to design and produce reports designed to their specific requirements, including preferred language and format
• Easy and immediate access to updated high quality reporting technology via our managed service solution

Reporter is easy to implement - often we can put a customised reporting solution in place within a matter of months. In-house solutions can take years. Reporter is immediately available with many pre-built formats and configurations to suit all types of asset managers.

Reporter manages workflow. The stages of data capture, review, approval and delivery are all executed in a fully audited process. Data can be sourced from different accounting platforms, performance engines, VaR reporting or CRM systems - including data from external fund administrators and market data and benchmark providers. The finished reports can be delivered through multiple channels and if so desired integrated into a firm's website.

Clients can give the finished product their own look and feel - using their own logo, colours and fonts. Reporter delivers individual branding with all the benefits of a standard application.