A lot of data sits in multiple sources (i.e. Custodians, Managers, Brokers, your incumbent portfolio booking systems (PMS), accounting systems, client relationship management systems (CRM), order management systems (OMS), financial planning systems (FP) & etc.
View Solution
Data can be in non-electronic format e.g PDF
View Solution
We care about data security
View Solution
Implementation support
View Solution
Need for Customized Reporting
You have complex and customized report requirements, and you require support for creating these
Document archiving
You find it difficult to store, tag, sort, find, share your documents
Manually preparing reports in XLS inspite of your existing reporting system?
You are feeding high quality client data into your reporting system? Your existing system generates excellent financial statement tables, but perhaps not so useful for your clients? So you keep on using Excel to report to your clients?
Contact Us
Get in touch
We’re always here to help.
United States
263 Tresser Blvd Floor 9, Stamford, CT 06901 United States
