INVESTOR REPORTINGpart of our Client Reporting range powered by 
Client reporting is the single biggest opportunity that asset managers have to interact with their institutional and individual investor clients. For years, investors have cried out for professional reports that present the information they need – beautifully. They want not only accurate and timely information, but reports delivered to them wherever and whenever they want them – whether it’s as a document, on the web or from mobile devices.
With Kurtosys client reporting, once formats and templates are established, regular reports can be updated automatically, without manual input, allowing the freedom to produce accurate and consistent documents, as and when required.
So, what are you doing to make sure your reporting is up to scratch? And what are you doing to make the most of your conversations? Kurtosys helps your client reporting speak the right language.
Benefits
- Automating the data collection and reporting process enables you to get more accurate reports to a broader audience in a fraction of the time
- Kurtosys’ Unified Data Model reduces risk by ensuring that data is accurate and consistent across all reports
- Professional-quality reports are produced in the Microsoft Office Suite, which provides complete control over layout and styling
- Flexible workflow engine enables you to easily generate scheduled or ad-hoc documents
- Administrative console allows you to fully manage role-based permissions, email notifications, content expiry, batch publishing and more
- Secure web-based application provides entitled access as well as an approval process for compliance, including a full audit trail with document history and versioning
- Fully scalable, out-of-the box solution requires no additional resources as your client base grows
Related Solutions
- Investor Portal – for secure web-based distribution of reports
- Factsheet Production – outsource your production to Kurtosys to create more beautiful fund documents, while saving time and money
- Unified Data Model – one normalized database feeds all reports and communications