Client Reporting / Sales Presentations Compare 12 Companies
Compare and research Client Reporting Sales Presentations companies and businesses online.
ClientRep - Automated & Customized Portfolio Reporting: The ClientRep portfolio reporting solution seamlessly integrates and incorporates data from multiple sources, then automatically creates complete client statements that look like they were produced by a dedicated marketing and graphics team – but in a fraction of the time. Professional and...
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Reporting: Reporting and data management often are the biggest challenges for firms today as multiple systems and resources are involved. STP understands these challenges and issues and has the expertise and platform that clients can easily plug into to realize improved accuracy, timeliness, and better...
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Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from...
EMPOWER BI- Business Intelligence: Key Benefits:
Centralize revenue, sales and performance data in a single, robust repository
-Automate existing manually-based data consolidation and reporting tasks
-Automate the production of standard MI reporting
-Increase responsiveness to business critical MI and reporting...
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Albridge Solutions Inc., an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology and business consulting services to institutional and retail financial organizations and independent registered investment advisors. Albridge Solutions draws upon its financial...
InvestorPortaLPro™ is an investor portal used for reporting data and documents to investors of alternative investment asset managers. The product is hosted in the cloud as a software as a service (SaaS) used by investors to view, download, and share their information related to an investment in...
FinFolio develops and supports portfolio management software for financial professionals. Our clients include investment advisors, financial planners and wealth institutions with assets ranging from under $100 million to almost $100 billion. Philosophy We think portfolio management...
EMC Document Sciences xPression: The award-winning EMC® Document Sciences® xPression® customer communications management solution enables the creation, production and multi-channel delivery of personalized customer communications in both real-time and high-volume batch. Leading insurers and financial services firms worldwide...
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Jiway is a limited company created in 2003 under the law of Grand Duchy of Luxembourg. Jiway has a long expertise within the financial industry, especially in the field of top quality Client Reporting as well as reliable Data Collection and efficient Client Relationship Management. The company...
Triple A Plus™ : Triple'A Plus™ is the leading Private Banking Platform. It incorporates the best practices adopted by the leading international financial institutions that specialize in wealth management solutions for high net worth and ultra high net worth individual clients. Triple’A Plus’s unique...
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