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A lot of data sits in multiple sources (i.e. Custodians, Managers, Brokers etc.)
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Data can be in non-electronic format e.g PDF
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We care about data security
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Implementation support
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Need for Customized Reporting
You have complex and customized report requirements, and you require support for creating these
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Document archiving
You find it difficult to store, tag, sort, find, share your documents
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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?
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United States
263 Tresser Blvd Floor 9, 06901 Stamford – United States