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
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?
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Let's explore what we can do for you
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United States
263 Tresser Blvd Floor 9, 06901 Stamford – United States
