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.
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SAS70, Sarbanes-Oxley, and increasingly vigorous internal controls are escalating the demands on the internal compliance departments that cannot be effectively handled solely by investment compliance systems. eReportal allows your firm to configure a compliance reporting strategy that can quickly eliminate much of the reporting being manually prepared.
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Give your Investment Managers, Traders, and Operations staff the flexible, sophisticated, web-accessible reporting they need to be competitive in the market by leveraging our word-class data access framework and dynamic output capabilities.
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