How can you benefit?

Highly scalable and capable of producing high volumes of reports per day
Reports are easily customized to suit client needs and can be delivered via a variety of channels, based on client preference
Rich text, full color, graphical reports reflect the professionalism of your firm and advisor
Process flow tracks the report through the report generation process and allows the advisor to put specific reports on a watch list for final review before delivery
Accurate data and superior performance calculations result in more meaningful reports for clients
Ability to view reports through a variety of options: Internet portal, PDFs, HTML, e-mail, or hard copy.

Reporting

MODULE: CLIENT REPORTS™ >

Client Reports™ can create highly personalized client reviews, portfolio reports, or sales proposals that will differentiate your firm from the competition.

Your firm can completely customize the design and content of client reports using standardized report templates that will raise the quality of your brand and introduce consistent reporting across the organization. Client Reports also monitors and manages report generation and delivery progress, delivers personalized report packages based on client requirements over the web, via e-mail, or to a print house, retains the history of all reports, and mass-produces these customized, high quality and accurate reports.

SCALABILITY

What sets Client Reports apart is its ability to produce extremely large volumes of high quality, customized portfolio reports, and store them in a document repository. To facilitate communication, report generation can be automatically scheduled or done on an ad-hoc basis for client meetings and reviews. Each report goes through a rigorous workflow process that includes a number of status checks prior to being sent to the client. Advisors are able to monitor the progress of their clients’ reports every step of the way.

DATA INTEGRITY

Inaccurate data reflects poorly on a firm, generating uncertainty and a loss of confidence from the client. WealthManager’s data loading and cleansing utilities ensure accurate data with a minimum of manual intervention.

UNLIMITED RANGE OF REPORTING OPTIONS

Graphically rich personalized content for customized service
Images, tabular content, fonts, color
Multiple views at user’s discretion through sorting, filtering, arranging, selecting, or deselecting “Audience of one” packaging
Advanced workflow capabilities
Integrated document management
Internet access

CLIENT COMMUNICATION PACKAGES

WealthManager’s platform allows advisors to effectively communicate with their clients by creating focused, integrated and customized reports, proposals, research, and letters. These customizable correspondence packages allow advisors to reach a greater number of clients without lowering the high level of service expected.

At the end of the day, the documents from your firm leave one of the most lasting impressions on clients and prospects. WealthManager's Client Reports produces high quality and high volume portfolio-based reports for the mass affluent through to the ultra high net worth.

Last page update: Mon 10-Dec-2007 11:23