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Portfolio Reporting



  Portfolio Reporting

  The ClientRep™ portfolio reporting solution seamlessly integrates and incorporates data from multiple
  sources, then automatically creates portfolio report packages that look like they were produced by a
  dedicated marketing and graphics team—but in a fraction of the time.

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 graphics and text, and places the entire process in a tightly controlled, automated production environment. Flexible formats, individual preferences, and volume production all come together in the ClientRep system.

Affinity™ is the underlying Microsoft SQL Server data repository that is managed and utilized by ClientRep. It is an intelligent ETL (Extract, Transform, & Load) solution that retrieves data from your source portfolio accounting system and all other data sources you rely on for reporting.

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