Digital and
reporting solutions for investment managers.
- Automate your client reporting
- Deliver slick websites and secure client portals
- Seamlessly integrate your data with our easy-to-use tools
Our solutions.
Reporting
Need to spend less time wrangling manual reports? Our easy-to-use tools will take the pain away by seamlessly integrating your data and content. Produce thousands of data-driven documents from a single template in seconds, and distribute to your clients via the web or email in minutes. No more resource strains, or data laden with errors – this is automation at its finest.
Websites
Utilise cutting edge design and functionality to help you build and maintain your investor websites and enhance your client experience. From fund centers to product pages, our ready-to-use tools are designed to help you stand out from your competitors. Efficient, engaging and 100% compliant.
Portals
Enhance your client experience with investor portals, giving your client more control. Allow personalised access to critical information and real-time data feeds whenever they need it. With our ready-to-use tools you can create customisable dashboards and user-defined reports, securely and at scale.
Reporting
Automate your investment reports
Need to spend less time wrangling manual reports? Our easy-to-use tools will take the pain away by seamlessly integrating your data and content. Produce thousands of data-driven documents from a single template in seconds, and distribute to your clients via the web or email in minutes. No more resource strains, or data laden with errors — this is automation at its finest.
Websites
Build and enhance your investor websites & portals
Utilise cutting edge design and functionality to help you build and maintain your investor websites and enhance your client experience. From fund centres to product pages, our ready-to-use tools are designed to help you stand out from your competitors. Efficient, engaging and 100% compliant.
Portals
Build and enhance your investor websites & portals
Enhance your client experience with investor portals, giving your client more control. Allow personalised access to critical information and real-time data feeds whenever they need it. With our ready-to-use tools you can create customisable dashboards and user-defined reports, securely and at scale.
Learn more
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Data,
simplified.
Find out how we’ve teamed up with our clients to help take the pain away.
66 factsheet templates for 10 funds and a suite of model portfolio solutions
A complete automation solution for both digital and client reporting
Join our team.
