eReportal is a centralized investment client reporting software, providing a balance between automated
and custom reporting. It meets the expectations of clients for timely and enriched deliverables while driving the custom strategies of many client servicing teams. For on-demand, historical, and scheduled reporting, eReportal provides custom statement, multi-content packages, interactive reports, and dashboards. It has an integrated presentation designer, pitchbook software control, workflow guidance, client portal publication, and a flexible data aggregation engine that allows firm-wide data access.