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Client reporting can be improved by focusing on: demonstrated Returns; control Risk; responsive to Regulatory requirements, better client Relationships. Inevitability of regulatory changes, fluctuating markets need reporting that is transparent, objective, and simple to instills confidence and trust in clients, helping cement client relationships.
Individual investors, in the current environment, are demanding the kind of sophisticated performance reporting that until now was exclusively available to the institutional market. Detailed risk analytics, ad hoc reports at short notice, necessitates a need for a sophisticated client reporting platform. On the other hand, institutional clients need more complicated and technical graphs and figures, along with more extensive calculations and in-depth commentary. Traditional reporting with static reports, spreadsheets is quite cumbersome to produce, inefficient to deliver and is probably not on demand. Latest RIA technologies such as Adobe Flex, GWT, Ajax.. have made it possible to create reporting applications that are very interactive, close to real-time with extensive functionalities.
Sophisticated Client reporting adds value for the client service team and allows them to provide information specifically tailored variety of audience. FlexPages is a Reporting & Analytics solution beyond Spreadsheets. Investment managers, who are frustrated with multiple systems and spreadsheets, need a solution that help communicate effectively and efficiently with their Client/ Investor base. FlexPages solution streamlines complex and labor intensive portfolio tracking and client reporting functions.
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