Reporter
InVantage Reporter offers a sophisticated, complete solution for all your client reporting needs.
In today's competitive, regulated environment, firms need to be able to quickly and easily access client information and present client reports and questionnaires in an appropriate and comprehensible way, both to satisfy the regulators and to attract and retain clients.
To address these issues, Investmaster supplies a proven Reporting solution which has a unique capability to aggregate data from multiple sources, in a simple to use graphical design environment.
InVantage Reporter enables your business to:
- Easily produce and distribute sophisticated client report packs from data held in multiple databases
- Produce bespoke pre-populated client questionnaires
- Cut costs through greater automation and productivity
- Improve the quality of your client reports through effective use of graphical design tools and the ability to integrate results with market data and commentary
- Produce bespoke reports on a client by client basis as well as achieve high volume production
- Have greater control over all elements of design, workflow and production
Reports can be produced to the highest standard of detail and presentation to satisfy even the most discerning clients, and full security and audit history of all activity on a document satisfies the most stringent regulatory requirements.
Click for an example of a report produced by a typical back office system - and now contrast with a report that can be produced by Investmaster's Reporter.
Click for more information on Reporter (PDF 358kb)
