eReportal: Investment Client Reporting Software by Varden

VardenTech.com | eReportal.com | Varden Technologies – Boston, MA
Contact: Minh Nguyen, Director, mn@vardentech.com, 617.482.5902.x309

eReportal :: Investment Client Reporting Software

Varden Technologies is an investment technology development and consulting firm, based in Boston, MA. As client reporting specialists and investment technologists, we have been providing interactive client reporting solutions and technical consulting services, exclusively to the financial services industry, for over a decade. Our integrated partners include global vendors such as ThomsonReuters and Linedata Services, who embed specialized versions of our reporting standard into their offerings. Our client base includes over eighty firms, from ~$1B to $250B AUM.

With our flagship product , eReportal, we focus on an all-in-one enterprise approach to client reporting, in which deliverable-type, data/content, presentation, workflow, and delivery/publication are inclusive and adaptive. eReportal is an emerging market leader because of its capability to meet the business line’s conditional control of and non-technical interests in client reporting – while satisfying custom technical requirements.

For Varden, client reporting is not simply statements design, customization, production, and automation. More than this, as part of the eReportal platform, and what we view as a consistent approach to the greater topic of “client communications”, we also focus on collateral assembly (client review), pitchbook production, client portal publication, environmental data alerts/verification, firm-wide data access, auditability, and workflow guidance – each dictating major features within eReportal.

While there are many reporting products in the market, Varden stresses that eReportal is specifically for the investment management space. Because no other vertical is served, eReportal’s features and architecture are singularly developed with industry-specific logic and standards to resolve niche limitations and scenarios.

eReportal is traditionally deployed as a one-cost and one-implementation environment, where the topic of “client reporting” and its broader definition of “client communications” are centrally serviced. This model focuses on efficiency and low risk without the traditional cost and complexity of integrating a set of, potentially incompatible, third-party solutions to progressively reach a coherent reporting environment. With this said, however, while inclusive features are available, eReportal’s modular design does allow for adaptive deployment – based specifically on your firm’s strategic progression.

Varden’s investment systems expertise and data integration background provide greater definition to executing a successful client reporting implementation because data-driven and static, third-party, content are entwined in report production. Varden has hands-on expertise across many portfolio accounting, trading, compliance, CRM, and performance systems. Varden does not traditionally outsource portions of its implementation to subcontractors. Because our knowledgebase is internal, we generally execute the implementation cost-effectively with direct salaried resources. We seek to emphasize this is as one of many areas where Varden stands out – for not only concentrating on our product development but also focusing on the important ecology of systems and data sources that our product consumes.

eReportal is a data aggregation, reporting, presentation assembler, and publication platform. 

Competitive Reporting requires autonomous views and collaborating power across interested parties. eReportal enables a firm-wide structure for groups to lead, participate, and control their reporting interests against the overall workflow structure. 

VardenTech.com | eReportal.com | Varden Technologies – Boston, MA
Contact: Minh Nguyen, Director, mn@vardentech.com, 617.482.5902.x309 

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