Most investment firms struggle to prepare and deliver customized client presentations and monthly/quarterly account statements.  The process is time-consuming, labor-intensive, and error-prone.
 
Client service, investment, and operations staff must often pull separate reports for performance, asset allocation and transactions from portfolio accounting systems, ensure that the data is accurate, and then transfer the data into PDF or PowerPoint before disseminating to their investors.  Every month/quarter-end , it’s often necessary to “hijack the conference room” to collate, review, stuff, and mail client account statements.
 

Regardless of the complexity and difficulty associated with producing and delivering client presentations and month/quarter-end statements, investors demand effective, consistent, and timely communication concerning their portfolios.  Investment firms who fail to meet these standards face a competitive disadvantage in the marketplace – especially if their performance is lagging.
 

Assette EasyReports solves these problems by making it easy to create and deliver customized client presentations and monthly/quarterly client reports.
 

Assette EasyReports allows you to:
 
  • Easily integrate data from portfolio accounting systems and Excel, and then generate PDF and PowerPoint reports.
  • Easily customize client reports to satisfy different investor needs.
  • Easily deliver client reports via email, secure client portals, or through Assette’s Print & Mail Service.
  • Easily increase scale and efficiency by eliminating manual client reporting processes.
  • Easily improve your brand image via high-quality, professional, data-rich presentations and statements.
  • Easily communicate investment results and keep your clients consistently informed.
© 2005 Assette   Contact Assette