ClientRep - Custom Investor/Client Reports for Wealth/Asset Mgmt Firms
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
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!
FLEXIBLE, AFFORDABLE, IMPRESSIVE
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 FOR FAMILY OFFICES
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:
- Higher Quality, Graphical Client Reports with Less Effort
- Reports based on data that is consolidated from your portfolio accounting system, in-house systems and external data providers.
- User-specified index comparisons.
- Automatically collated, consolidated reports representing individual accounts or households.
- Custom commentary pages for each client.
- Flexibility that allow you to pre-define preferences for each client.
- Monthly, quarterly, annual and ad-hoc reports, client meeting packages and internal management reports.
- Create custom invoices with consistent branding to match your reports.
- 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.
