These third-party providers help automate your period-end reporting process. They will work with you to incorporate your PortfolioCenter® reports and data into a collated, professional statements.
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
When preparing content packages for your clients, PackMan allows you to define the criteria set for each client and draw information from sources such as Microsoft® Office programs, your general ledger system, and your CRM system in addition to PortfolioCenter. Do this once and PackMan automates the creation of content packages thereafter, whether that is daily, monthly, or quarterly. PackMan also creates a customized table of contents for each report and allows you to add watermarks and other graphics to enhance the overall look and feel of your packages as well as maintain your corporate branding.
For more information: www.satuit.com
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
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: 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.