Personalization
Investors today continue to push advisory firms to provide them with unique views of their investments and performance. Grouping clients together into a “one-size-fits-all” reporting scheme is no longer accepted by the new breed of investor. On the other hand providing a unique configuration for each clients performance report set is difficult given the constraints of timely delivery, reporting accuracy, and limited resources.
Adviser Center supports the need for personalization with the ability to create and maintain performance report profiles. By maintaining profiles each of your clients can receive reports tailored to their unique viewpoint while still retaining the leverage of automation.
Be it a detailed multi-page performance report, fractionalized report sets, or high level dashboards. Adviser center allows you to create reports specifically designed to meet the client expectations with minimal effort for each reporting period.
Once Adviser Center has been deployed, you and your team can focus on meeting each individual investors needs with confidence, and timeliness.
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