Home

Products

   ClientLogix

   ClientRep

  ClientRep—Automated and Customized Portfolio Reporting

  Take back your board room AND increase the quality of reports for your clients

  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.

  You can customize your output on an account or client level to produce:

	Reports based on data that is consolidated from your accounting system, in- house systems and external data providers
	User-specified index comparisons
	Automatically collated consolidated reports representing several accounts
	Multiple reports for the same account directed to various recipients/locations
	Automated reports that allow you to predefine preferences for each client
	Monthly, quarterly, annual and ad-hoc report packages

ClientRep also provides a repository for the valuable data that must be produced in a timely and accurate manner. Stop scrambling to patch together a collection of Word documents, Excel spreadsheets and manual graphics files which can be full of potential errors and omissions. ClientRep, on an automated basis, will provide your firm with more professional looking reports in a more timely manner, and serve as a way to track your reporting to assist in adhering to compliance regulations and to keep historical data easily accessible.