ClientRep - Custom Investor/Client Reports for Wealth/Asset Mgmt Firms

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Mass Production of Institutional, Private Client & Family Office Client/Investor Reports Personalized for Each Client

The ClientRep™ portfolio reporting solution integrates and incorporates data from multiple sources, then automatically creates client statements, meeting packages, invoices and internal management reports that look like they were produced by a dedicated marketing and graphics team.

All this in a fraction of the time it used to take!


The reports you send to your clients are one of the most significant and visible representations of your firm. With a few simple mouse clicks, ClientRep launches a full production run of professional-looking and easy-to-read reports.

And ClientRep has the most unique pricing model in the industry!


Matrix Reporting Technology (MRT) takes complex, multi-generational family structures, cross-linked assets and liabilities, and performance presentation down to the security level and blends them into individually specified report packages.

Key Features

You Can Customize Your Client Report Packages to Produce:

  1. Higher Quality, Graphical Client Reports with Less Effort
  2. Reports based on data that is consolidated from your portfolio accounting system, in-house systems and external data providers.
  3. User-specified index comparisons.
  4. Automatically collated, consolidated reports representing individual accounts or households.
  5. Custom commentary pages for each client.
  6. Flexibility that allow you to pre-define preferences for each client.
  7. Monthly, quarterly, annual and ad-hoc reports, client meeting packages and internal management reports.
  8. Create custom invoices with consistent branding to match your reports.
  9. Capability to push raw data or completed report packages to your choice of client portals.

Key Benefits

You can break the never-ending client reporting cycle today!

Are you ready to give up the endless cycle of printing, checking, reprinting, collating, packaging and mailing client statements?

This can be your last quarter-end nightmare!

With ClientRep, you can review your automatically prepared statements on your computer, approve them for printing or electronic transmission, and be done with the whole process.

ClientRep consolidates financial data from your portfolio accounting system, as well as other internal and external data sources, generates an unlimited number of graphical reports, and places the entire process in a tightly controlled, automated production environment.

ClientRep Provides Impressive Reports with Less Work!

Stop scrambling to patch together a collection of Portfolio accounting system reports, Word documents and Excel spreadsheets which can be full of potential errors and omissions. ClientRep, on an automated basis, will provide your firm with impressive-looking reports in a more timely manner, and serve as a way to track your reporting to meet compliance regulations.