Our new statement design for a leading investment management firm streamlined messaging and increased customer engagement.
Flexible suite of transparent reporting solutions for your business.
Provide your clients with clear and accurate investment performance information in as much detail as they want on their statements.
Run reports for: Asset allocation, cash inflow/outflow, income maturities, performance, realized gains and losses
Clients want to understand why they’re paying you to take care of their money. Providing transparency around how each fee is calculated, right down to the fee charged on a single security on a specific day, can help you build trust and confidence.
Run reports for: Portfolio performance, income projection, transactions, holdings and asset allocations
Advisors benefit from a holistic view of their clients to provide the best advice possible for their unique situations.
Run reports for: Cash balance by account, AUM, fee and fee volatility, asset allocation with threshold
Develop and run ad hoc reports in seconds to prepare for client meetings or address client questions.
Run reports for: Cash balance by account, AUM, asset allocation, fees and fee volatility, transaction history
Our reporting templates with standard user configurations enable flexibility within regulatory, risk and compliance guardrails.
Run reports for: Monthly or Quarterly Statements, CRM2 Statements, Tax Reporting
Our suite of reporting solutions deliver unparalleled insight into your business operations and help you uncover revenue opportunities that are being missed.
Run reports for: Fee margins, Asset Inflow / Outflow, AUM
We help you streamline your workflows to provide operational efficiencies. Use a single statement template to generate highly personalized content at scale.
Avoid data bottlenecks. Access the data you need on the spot instead of submitting requests for data analysis.
Your operations team can process massive volumes of regulatory statements quickly and accurately on a robust, fully configurable platform with a flexible data pre-processing layer to calculate key wealth metrics.
Wealth metrics are calculated based on aggregated data across customer, financial and security books of record, portfolio management systems, trading and other core systems.
With Insights Messenger, you can ask questions in your own words to uncover valuable business insights from your data using Natural Language Processing algorithms.
Consistently reinforce your firm’s brand identity while creating a customized reporting package relevant to the client.
Enable your users to produce personalized ad hoc reports the moment they need them with 30+ out-of-the-box templates.
We're math geeks, wealth management data experts and innovators. Passionate about our clients' success.