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Investment Management Client Reporting
 

Investment Management Client Reporting

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Today’s investors have the freedom to switch investment ...

Today’s investors have the freedom to switch investment
managers with relative ease, causing intense competition for
their business and increasing the cost of attracting new clients.
As a result, investment houses are keenly focused on retaining
and growing existing accounts, causing them to reevaluate and
improve the online information services they deliver to their
clients.

At the same time, companies must improve the productivity of
their investment advisors by giving them the online tools and
data they need to serve more clients more effectively. Read more about Actuate Solutions for Investment Management and Client Reporting

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    Investment Management Client Reporting Investment Management Client Reporting Document Transcript

    • Solutions BrochureThe people behind BIRT TMInvestment Management Client ReportingToday’s investors have the freedom to switch investment In addition to more report types, investors are asking for moremanagers with relative ease, causing intense competition for functionality, including:their business and increasing the cost of attracting new clients. • Instant access to real-time account statusAs a result, investment houses are keenly focused on retaining • A choice of how and when reports are deliveredand growing existing accounts, causing them to reevaluate and • Customizable reports with user-specified settingsimprove the online information services they deliver to their • Control over the look and feel of displayed dataclients. • Ability to download information into a variety of formats andAt the same time, companies must improve the productivity of tools for further analysistheir investment advisors by giving them the online tools and • Access to account, market data and analysis in a convenient,data they need to serve more clients more effectively. unified, real-time view For over a decade, Actuate has provided sophisticated clientGrowing Accounts with Online Services reporting solutions to the world’s largest and most prestigiousToday’s financial services firms compete fiercely for their share of investment advisors, banks, insurers, securities firms andhigh–net-worth investors, including boutique investment houses. To make these firms morethe emerging ranks of wealthy baby boomers and competitive, Actuate provides online, self-service tools thatyoung professionals. To grow and prosper, the streamline the delivery of portfolio, market and performancefirms must meet the needs of these demanding investors with information to clients and financial advisors.superior online information and personalized services. Top Five Global Bank, Private Banking DivisionFor years, investment houses have offered online portals that Upgraded from static to interactive portfolio statements that areprovide clients with basic access to statements, transaction more efficient and greatly improve client satisfaction. Planningand history reports and portfolio performance summaries. But to use Actuate in the long term.as younger, busier and savvier investors join the investment Global 50 Investment Firm, Institutionalcommunity in ever-increasing numbers, financial services firms Client Divisionmust review the adequacy of their online reporting and analysis Dramatically accelerated production of client portfolio reportingtools. with no quality compromise. Tailored and personalized reports.Exceeding Client Expectations Greatly improved overall style and consistency across reports.To be a leader in the online financial services world, firms must Top Ten Global Bank, Wealth Management Divisionanticipate client demands and deliver powerful products and Reproduced high-quality statements that previously could onlyservices that deliver value to their investors every day. To do be produced manually, while generating them incredibly faster.so, firms must upgrade the accessibility, quality, timeliness, Top Ten Global Bank, Private Banking Divisionpersonalization, interactive analysis and security of their online Streamlined the entire customer-facing process with easy-to-client portals. interpret and highly interactive investment analysis views.To give the new generation of sophisticated investors the Leading European Bank, Asset Management Armvisibility into their investments they demand, financial services Gave investment managers real-time information that raisedfirms must deliver a variety of report types: their efficiency, giving them more time to deliver advice and• Multi-account performance dashboards qualitative value to their clients.• A choice of portfolio and trade history reports• Current and historical tax reports• Performance reports benchmarked against personalized investment and life goals
    • Investment Management Client ReportingActuate’s Proven ROI Making It All HappenAfter conducting interviews with leading financial services Actuate’s unique technology and understanding of onlinecompanies, Forrester has completed a model for developing the reporting, web architecture, personalization, scalability andTotal Economic Impact—including both costs and benefits—for performance make it the ideal choice for creating or enhancingimproving online reporting initiatives using Actuate. Among its your online client services portal. For more information on howvarious findings, Forrester concluded that a typical organization Actuate gives you the agility to meet the needs of your mostthat offloads customer reporting from high-cost methods—call demanding customers, contact us today.centers, account managers and senior technical resources—to acentralized process delivers a 92 percent return on investment. Contact Actuate Tel: (888) 422-8828Related Documents Email: business_solutions@actuate.com• Actuate for Customer Self-Service Reporting Solutions• Online Channel Reporting for Banks Actuate Corporation Tel: (888) 422-8828 2207 Bridgepointe Parkway Web: http://www.actuate.com Suite 500 San Mateo, CA 94404