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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, 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:
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. | ||||||||||||||||
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| Privacy Policy | ©2012 UNAPEN, Inc. • 312 Research Parkway, Suite 201 • Meriden, CT 06450 Main: (203) 269-2111 • Fax: (203) 630-2622 • Sales: (203) 269-6111 or sales@unapen.com |
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