While PortfolioCenter® includes a flexible reporting engine, we recognize that you may need to further customize your statements. These third-party providers can work with you to customize your report output to meet your specific requirements.
Understanding clients’ investment goals and clearly communicating how you help them achieve these goals adds value and enhances relationships – running and printing reports, cleaning data, and preparing report packages does not. With Assette’s “Connector” to PortfolioCenter, automatically push data to Assette, optionally augment with information from FactSet®, BondEdge® or Excel®, to easily generate professional quarterly reports and provide online account access. With Assette, providing professional client reports takes only a few clicks of a mouse. Assette has been delivering fully hosted, software-as-a-service (cloud-based) client reporting solutions to the investment industry since 1998.
For more information: www.assette.com
In addition to staff, UNAPEN has a dedicated PortfolioCenter infrastructure to facilitate rapid turnaround of custom development requests. Whether it is information solely contained in PortfolioCenter or a combination of sources, the data extraction experts and financial analysts can build the report you need. They have refined their custom Development Life Cycle and incorporated best practices into a repeatable process. This practice combined with PortfolioCenter technology means a cost effective solution tailored to your specific needs. That is why UNAPEN's mission statement reads, "we are committed to our clients' success by crafting optimum solutions."
For more information: http://unapen.com/products
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.
Need more information?
Call us at 800-528-9595. Our team is available to give you information about our products, services, and partners.