Speedreport

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Overview

Speedreport is used by brokers and financial institutions for the production of large reports, significantly enriching their appearance. Speedreport prepares statements and valuations quickly and in high volumes, ready for printing and electronic display. It enables firms to provide clients with reader-friendly and professional documents and reports.

Key Features

Full Service

  • Fully outsourced ASP (Application Service Provider) basis
  • Includes template design, system delivery & management of print fulfillment
  • Data can be pre-processed and validated according to customer rules
  • Relieves firms of day-to-day involvement in report production

Speed

  • 2 million pages processed in ~ 66 hours
  • 75k booklets produced in < 3 days
  • 1 booklet <2 sec.

Full Automation

  • Reports processed through a fully automated run “script” 
  • Data delivery and processing performed at pre-set times
  • Fully automated onward dispatch to a fulfillment house for printing and central distribution
  • Control and initiation of service under client control

Multiple output images

  • Produces final output in industry recognized formats:
    • Postscript, ready for printing and fulfillment
    • PDF images, for in-house use or for publishing via email or a secure portal site or PDA device
    • Single or multiple output files

Merging data sources

  • Can merge data extracted from multiple sources
  • E.g. Client portfolio information + performance data
  • Presented to the client within a single consolidated valuation

Verification made easy

  • Automatic generation of gross error checking files
  • Data validation built in according to customer rules
  • Run statistics verify successful processing

Key Benefits

  • Prepares statements and valuations rapidly and in high volume
  • Allows large institutional firms to enrich the appearance of reports
  • Executes orders & transmits confirmations electronically
  • Produces reports for both printing and electronic display
  • Reports are viewable on mobile devices
  • Provide clients with reader friendly and professional documents and reports

Product/Service details

SOLUTION TYPE
Investor Client Reporting & Communications Systems
User Suitability (Capital Markets & Investment Mgmt)
Asset Managers, Trading firms, Wealth Managers
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