ClientRep - Automated & Customized Portfolio Reporting

Product Details

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 consistent corporate branding, individual preferences, and volume production all come together in the ClientRep system.
- Consolidates financial data from any number of internal & external data sources
- Places the entire reporting process in a tightly controlled production environment
- Satisfies each client’s unique report requirements while increasing the speed of your volume production.

Grow your client base, not your staff!