Streamlining success: Automating report generation and distribution for investment managers

In the fast-paced and data-driven world of investment management, staying ahead of the curve is essential. Investment professionals need to make informed decisions quickly, and this often involves the generation of comprehensive reports. Investment management companies operate in a complex environment, where the timely and accurate generation of reports is critical. As investment managers strive to deliver accurate and insightful information to their clients, the adoption of automation has emerged as a game-changer. Automating report generation and distribution is not just a trend; it is the future of client reporting for investment managers.  

Yet, in our most recent benchmark study* on the evolution of report automation, only 8% of respondents indicated that they have achieved full automation, highlighting significant room for automation advancements within the industry.  

Enhanced operational efficiency

Manual report generation is a labor-intensive process that involves data gathering, analysis, formatting, and distribution. The process of manually creating and distributing investment reports can be time-consuming and prone to errors. Investment managers often find themselves bogged down by administrative tasks, leaving them with less time to focus on strategic decision-making and client engagement. Automation can streamline the end to end report generation and distribution process, allowing investment managers to allocate their time and resources more effectively. By eliminating manual data entry and report assembly, investment managers can significantly reduce the risk of errors and ensure the accuracy of their reports. 

Enhanced operational efficiency

Scaling for growth 

Investment managers often face the challenge of managing growing client bases and increasing data volumes. As assets under management expand, so does the demand for timely and customized reporting. Manual report generation struggles to keep pace with this growth, often resulting in delays and inconsistencies in report delivery. 

Automation provides a scalable solution to this problem. With automated report generation and distribution, investment managers can efficiently handle a larger number of clients and a more extensive range of reporting requirements. Whether you have ten clients or a thousand, automation ensures that each client receives the same level of quality and attention in their reports. 

Tailored customization 

Every client has unique preferences and requirements when it comes to reporting. Some may prefer quarterly summaries, while others may request more frequent updates. Customization is critical in meeting the diverse needs of your clients. 

Automation empowers investment managers to create customized reports effortlessly. By setting up rules and templates, you can tailor reports to individual client specifications. Whether it’s performance reports, portfolio summaries, or compliance reports, automation ensures that the right information is included in the right format which ultimately enhances client satisfaction and retention. 

Timing is everything 

In the world of finance, timely information is invaluable. Clients expect to have access to up-to-date reports that reflect the current state of their investments. Manually generating reports often leads to delays, especially when dealing with large datasets or complex calculations. 

Automation ensures that reports are generated and distributed on time, without the risk of human error or delays. Investment managers can schedule report generation to occur at predefined intervals, ensuring that clients receive reports promptly. This timeliness enhances transparency and builds trust with clients, which is crucial for long-term relationships. 

Protecting data, ensuring compliance   

Compliance is a paramount concern for investment managers. Automated reporting systems can be designed to adhere to regulatory standards and requirements, reducing the risk of compliance violations. Automation improves data security by implementing robust access controls and encryption protocols, safeguarding sensitive client information. Additionally, automated systems often have audit trails, allowing for easier tracking and monitoring of data access and changes. 



The future of client reporting for investment managers lies in automation. By embracing automation for report generation and distribution, investment managers can enhance efficiency, scalability, customization, timeliness, and compliance. This not only streamlines operations but also enhances client satisfaction and trust. 

As the investment management industry continues to evolve, those who leverage automation to deliver superior reporting services will be well-positioned to stay competitive and thrive in an increasingly complex and demanding landscape. Automation isn’t just a trend; it’s a strategic imperative for investment managers looking to excel in the modern financial world. 

Elevating client reporting: A benchmark survey for smarter solutions

*The benchmark study titled “Elevating client reporting: A benchmark survey for smarter solutions” was conducted in collaboration with Adox Research. Gathered through responses from an impartial panel, the study received 60 replies from global investment managers with varying job roles. 

You can download the full report here:

About the author

Grant Swart
Grant Swart

Associate Head of Product