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We can produce all types of reporting from your current system regardless of what technology you are using…

Whether you require reporting for your clients to advise them of their interactions with you, displaying your amazing returns or allowing your clients to upload your data into their own systems, we can provide all types of reports in multiple export types including and not limited to: pdf, csv, Excel, txt, XML, JSON

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Client statements are our speciality. We can produce a professional suite of statements in graph and/or tabular form to show your clients how well you look after their funds.

 

                          

 

 

 

 

Contract Notes can be created and uploaded to your client website portal or emailed directly to you and/or your clients post order completion.

 

 

Payment instructions and receipts can be created as proof payments have been paid.

 

We have produced TRS and regulatory reporting for our clients, including selecting and exporting SFTP files to UnaVista in XML format.

 

If you have Tax & accounting reports from your books and records or accounting system can be developed ad-hoc to your requirements

 

Our data visualisation reporting can help you discover better ways to understand your data and therefore make better decisions. Power BI or Tableau are just some of the techniques we use to provide KPI’s, high quality reporting and business intelligence for deeper analysis

We can also white label all of your reporting