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Investments- Report Generation & Packaging[9]
Arcons Technology From A's website: Assette makes
client reporting easy at investment firms with assets ranging from $100 million to $25 billion. Plug in data from
Advent Axys®, Advent Portfolio Exchange® (APX) or Schwab PortfolioCenter®, and augment with information from
FactSet®, BondEdge®, or Excel®, to easily generate professional quality reports, client meeting presentations, and
provide online account access. Assette allows you to focus on serving clients instead of on mundane reporting
work. Assemblage In addition to Assemblage, Trumpet has a number of products for creating Worldox enhancements. See the Technology- Document and Workflow Management page for other products from Trumpet.
From U website: The ClientRep™ portfolio reporting solution integrates and incorporates data from multiple sources, then automatically creates report packages that look like they were produced by a dedicated marketing and graphics team—all this in a fraction of the time it used to take. The reports you send to your clients are one of the most significant and visible representations of your firm. With a few simple mouse clicks, ClientRep launches a full production of professional looking and easy to read reports. ClientRep consolidates financial data from your portfolio accounting system, as well as other internal and external data sources, generates an unlimited number of reports containing graphs, tables, text and images, and places the entire process in a tightly controlled, automated production environment.
From eR website: eReportal is a centralized investment client reporting software, providing a balance between automated and custom reporting. It meets the expectations of clients for timely and enriched deliverables while driving the custom strategies of many client servicing teams. For on-demand, historical, and scheduled reporting, eReportal provides custom statement, multi-content packages, interactive reports, and dashboards. It has an integrated presentation designer, pitchbook software control, workflow guidance, client portal publication, and a flexible data aggregation engine that allows firm-wide data access.
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