Investment Management Client Reporting
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Today’s investors have the freedom to switch investment managers with relative ease, causing intense competition for their business and increasing the cost of attracting new clients. As a result, investment houses are keenly focused on retaining and growing existing accounts, causing them to reevaluate and improve the online information services they deliver to their clients. At the same time, companies must improve the productivity of their investment advisors by giving them the online tools and data they need to serve more clients more effectively. Read more about Actuate Solutions for Investment Management and Client Reporting
Transcript of Investment Management Client Reporting
Investment Management Client Reporting
The people behind BIRTTM
SolutionsBrochure
Today’s investors have the freedom to switch investment managers with relative ease, causing intense competition for their business and increasing the cost of attracting new clients. As a result, investment houses are keenly focused on retaining and growing existing accounts, causing them to reevaluate and improve the online information services they deliver to their clients.
At the same time, companies must improve the productivity of their investment advisors by giving them the online tools and data they need to serve more clients more effectively.
Growing Accounts with Online ServicesToday’s financial services firms compete fiercely for their share of high–net-worth investors, including the emerging ranks of wealthy baby boomers and young professionals. To grow and prosper, the firms must meet the needs of these demanding investors with superior online information and personalized services.
For years, investment houses have offered online portals that provide clients with basic access to statements, transaction and history reports and portfolio performance summaries. But as younger, busier and savvier investors join the investment community in ever-increasing numbers, financial services firms must review the adequacy of their online reporting and analysis tools.
Exceeding Client ExpectationsTo be a leader in the online financial services world, firms must anticipate client demands and deliver powerful products and services that deliver value to their investors every day. To do so, firms must upgrade the accessibility, quality, timeliness, personalization, interactive analysis and security of their online client portals.
To give the new generation of sophisticated investors the visibility into their investments they demand, financial services firms must deliver a variety of report types:• Multi-accountperformancedashboards• Achoiceofportfolioandtradehistoryreports• Currentandhistoricaltaxreports• Performancereportsbenchmarkedagainstpersonalizedinvestmentandlifegoals
In addition to more report types, investors are asking for more functionality, including:• Instantaccesstoreal-timeaccountstatus• Achoiceofhowandwhenreportsaredelivered• Customizablereportswithuser-specifiedsettings• Controloverthelookandfeelofdisplayeddata• Abilitytodownloadinformationintoavarietyofformatsandtoolsforfurtheranalysis
• Accesstoaccount,marketdataandanalysisinaconvenient,unified,real-timeview
For over a decade, Actuate has provided sophisticated client reporting solutions to the world’s largest and most prestigious investment advisors, banks, insurers, securities firms and boutique investment houses. To make these firms more competitive, Actuate provides online, self-service tools that streamline the delivery of portfolio, market and performance information to clients and financial advisors.
Top Five Global Bank, Private Banking DivisionUpgraded from static to interactive portfolio statements that are more efficient and greatly improve client satisfaction. Planning to use Actuate in the long term.
Global 50 Investment Firm, Institutional Client DivisionDramatically accelerated production of client portfolio reporting with no quality compromise. Tailored and personalized reports. Greatly improved overall style and consistency across reports.
Top Ten Global Bank, Wealth Management DivisionReproduced high-quality statements that previously could only be produced manually, while generating them incredibly faster.
Top Ten Global Bank, Private Banking DivisionStreamlined the entire customer-facing process with easy-to-interpret and highly interactive investment analysis views.
Leading European Bank, Asset Management ArmGave investment managers real-time information that raised their efficiency, giving them more time to deliver advice and qualitative value to their clients.
InvestmentManagementClientReporting
Actuate Corporation2207 Bridgepointe ParkwaySuite 500San Mateo, CA 94404
Tel: (888) 422-8828Web: http://www.actuate.com
Actuate’s Proven ROIAfter conducting interviews with leading financial services companies, Forrester has completed a model for developing the Total Economic Impact—including both costs and benefits—for improving online reporting initiatives using Actuate. Among its various findings, Forrester concluded that a typical organization that offloads customer reporting from high-cost methods—call centers, account managers and senior technical resources—to a centralized process delivers a 92 percent return on investment.
Related Documents• ActuateforCustomerSelf-ServiceReportingSolutions• OnlineChannelReportingforBanks
Making It All HappenActuate’s unique technology and understanding of online reporting, web architecture, personalization, scalability and performance make it the ideal choice for creating or enhancing your online client services portal. For more information on how Actuate gives you the agility to meet the needs of your most demanding customers, contact us today.
Contact ActuateTel: (888) 422-8828 Email: [email protected]
