Product Overview
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 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!
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