Report Packaging
These third-party providers can work with you to automate your period-end reporting process. They will work with you to incorporate your PortfolioCenter® reports and data into a collated, professional statement.
- LightPort - PortfolioExpress
- Portfolio Express™ enables firms to automate their monthly or quarterly report generation process.
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With Portfolio Express, you can customize each client's report package and either post it online or create a printable version. The system collates documents from a variety of sources including, portfolio accounting systems such as PortfolioCenter® and Centerpiece®, and, Microsoft Word, Excel, PDF files and virtually any other source that can be printed, into a print-ready statement package for streamlined reporting. Efficiency gains and subsequent cost savings (compared to manual collation) offer a dramatic Return On Investment. Many firms experience up to an 80% reduction in resources for package creation and assembly.
For more information: www.lightport.com/tools_portfolioExpress.htm
- Trumpet - Assemblage
- Reduce the time it takes to assemble, collate and file reports from hours to minutes with Trumpet's automated document Assemblage™ software.
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Assemblage software electronically customizes, collates, prints and files output from your investment management software and other software applications (e.g., Access, Word, your billing and/or contact management software). Minimize the chance of human error and free your staff to do more value-added work for your clients. Save labor costs by letting Assemblage do the work of collating, assembling and filing large documents such as investment performance reports.
For more information: www.trumpetinc.com
- UNAPEN - ClientRep
- UNAPEN has served the Asset Management community for over 15 years and in doing so has developed a powerful solution that allows you to create and automate reports from data in PortfolioCenter and other data sources in your office.
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ClientRep™ is an automated production reporting solution that begins with the extraction, aggregation and archiving of financial information from PortfolioCenter and other data sources as applicable. Through its sophisticated data publishing engine, information is easily accessible to end users and developers. By using tools such as Crystal Reports and Microsoft Excel, Word and PowerPoint, reports look like they are produced by a dedicated marketing and graphics team — but are created in a fraction of the time. Report data is dynamically presented and personalized to your clients' preferences and report package production can be automated for your client servicing needs. These features along with integration from PortfolioCenter come standard with ClientRep.
For more information: www.unapen.com/products/clientrep.html
Disclaimer: We are committed to ensuring that our products integrate with third-party providers. You should evaluate each provider to determine if their product or service meets your business needs. The products and services presented in this section describe solutions provided by independent suppliers. The information is available here to help educate you.