Mass Production of Client Reporting with Personalization
The ClientRep™ portfolio reporting solution integrates and incorporates data from multiple sources, then automatically creates report packages that look like they were produced by a dedicated marketing and graphics team—all this in a fraction of the time it used to take.
Take Back Your Board Room AND Increase the Quality of Client Reports
You can break the never-ending client reporting cycle today!
Are you ready to give up the endless cycle of printing, checking, reprinting, collating, packaging and mailing client statements? This can be your last quarter-end nightmare. With ClientRep, you can review your automatically prepared statements on your computer, approve them for printing or electronic transmission, and be done with the whole process in just a few days.
The reports you send to your clients are one of the most significant and visible representations of your firm. With a few simple mouse clicks, ClientRep launches a full production of professional looking and easy to read reports.
ClientRep consolidates financial data from your portfolio accounting system, as well as other internal and external data sources, generates an unlimited number of reports containing graphs, tables, text and images, and places the entire process in a tightly controlled, automated production environment.
You can customize your output on an account or client level to produce
- Reports based on data that is consolidated from your accounting system, in-house systems and external data providers.
- User-specified index comparisons.
- Automatically collated consolidated reports representing several accounts.
- Multiple reports for the same account directed to various recipients/locations.
- Automated reports that allow you to predefine preferences for each client.
- Monthly, quarterly, annual and ad-hoc report packages.
ClientRep provides a repository for the valuable data
Stop scrambling to patch together a collection of Word documents, Excel spreadsheets and manual graphics files which can be full of potential errors and omissions. ClientRep, on an automated basis, will provide your firm with more professional looking reports in a more timely manner, and serve as a way to track your reporting to assist in adhering to compliance regulations and to keep historical data easily accessible.
Unlock The Potential!
Call UNAPEN, Inc. Today
203.269.6111
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