Greetings!
Another quarter end, another painful client reporting fire drill? As wealth managers and institutional asset managers evolve and grow, scrutiny over high-overhead, manual processes will increase and be addressed with automation.
Regulatory oversight and the need to offer personalized reporting for each client is constantly adding to the burden, so automation isn’t enough. It must be smart and adaptive automation or significant human interaction will still be required.
Advanced reporting systems like
ClientRep
can create reporting commentary and content based upon portfolio characteristics and tolerances to meet both client and regulatory reporting requirements. Perhaps it’s time for a smart reporting solution to help your firm?
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Best Regards,
David Gemma, CEO/CMO at UNAPEN, Inc.
