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ClientRep
ClientRep™ automatically creates professional client statements, meeting presentations & management reports that enable you to provide customized reports for each client, presenting a consistent company image that will leave a lasting impression.
Compatible With: Sage SalesLogix , Versions 7.5.0
Created by:

Price Conact Partner
0.0000


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Client reporting remains the most tangible evidence of the relationship between your firm and your clients. ClientRep™ automatically creates professional client statements and meeting presentations that enable you to provide customized reports for each client, presenting a consistent company image that will leave a lasting impression. With a simple mouse-click, report configuration and consolidation options let you launch a full production or customized print run of professional and easy-to-read reports.

ClientRep can also provide automated creation and delivery of internal management reports savings time, money and resources.

ClientRep offers a new world of creative possibilities with all of the accountability a fiduciary requires. It restores the control that has been lost in the statement production process—the loosely-coupled collection of Word documents, Excel spreadsheets and manual graphics files that many firms have come to rely on form a giant audit hole where material error and omission can occur. Investment Management benefits from ClientRep because it receives:

·         Reports based on data that is consolidated from your accounting system, in-house systems, and external data providers.

·         User-specified performance periods and index comparisons.

·         Flexible reports based on a set of predefined options to control the level of summary/detail to display in each report section.

·         A consolidated data repository—one place to store all relevant reporting data for the entire firm.

·         Increased efficiencies and cost reductions in Operations.

·         The option to address householding by calculating performance across groups of accounts.

·         Easy interface with leading portfolio accounting, CRM and document management systems, as well as secure client portals.


Industries: Banks & Credit Unions, Investment, Securities, & Holding Companies

Business Needs: Data Storage/Warehousing, Forecasting, Workflow, Reporting & Decision Support, Reports/Analytics