Client Reporting, Presentations, Statements and Pitch Books

Generation and Review of client communications such as presentations, statements, and pitchbooks are a key focus of eReportal.

There are several key elements that make eReportal uniquely qualified to automate your client communications process:

• Merging of existing and data-driven report content - eReportal's packaging capabilities allow you to produce consolidated documents from combinations of reports and existing content such as manager commentary, fee statements, and other external components. These external components can be seamlessly added to the document's table of contents and automatically repaginated.
• Presentation Wizards - Client statements are often a fixed format but what about on-the-fly presentations or pitchbooks for prospective clients where the content of the presentation will need to vary? eReportal provides your investment support and sales teams with the presentation wizards that allow flexible presentations to be created in a matter of seconds from a pre-determined universe of slides.
• Fully Auditable workflow ensures consistent review and signoff - Regardless of the communication that is being generated for your client or prospect, you want to ensure that the document is properly reviewed and approved before releasing to the client. eReportal allows you to determine the review/signoff procedures necessary for specific documents and records all actions that lead to the production of that document. The result: more consistent, accurate, and timely flow of information to your clients.
• Alternative communication formats - Many sophisticated clients have moved far beyond the requirement of receiving a printed statement on a quarterly basis. Clients are now requesting formatted spreadsheets, feeds, and daily trade notifications. eReportal can dramatically reduce the amount of manual data preparation that your firm is currently handling. The result is more timely, accurate data that allows your firm to leverage your existing operations staff.