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Recent Posts
- Is there ever a ‘single version of the truth’ for investment reporting?
- Managing the leap from vendor selection to service provider relationship
- Investment reporting: sophistication doesn’t have to mean complexity
- Three ways to tell if your client reporting is at the heart of your client servicing.
- Mandatory vs discretionary documentation: a tale of two processes?
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Three ways to tell if your client reporting is at the heart of your client servicing.
Insights -
Is your client reporting merely a ‘box’ at the end of the investment lifecycle that requires a tick for completion? Or is it just one element in a much greater sphere of influence that includes client service, marketing, performance and even compliance? Is your reporting a two-way street – offering tools where clients can interrogate their data – where the focus is on engagement and not just delivery? Do you offer room for feedback in your...
LGPS Central selects Factbook for factsheets, client reports and data automation
Factbook News -
FOR IMMEDIATE RELEASE LGPS Central selects Factbook for factsheets, client reports and data automation Factbook, a specialist provider of client reporting, fund reporting and data automation solutions to the investment community, today announces that LGPS Central has selected Factbook’s industry leading Studio10™ technology platform to populate and produce their Client Reports, Factsheets and automate their data ingress processes. “We faced a number of challenges with complex processes. Handling and transforming data from custodians and...
7 Reasons Why Producing Factsheets Yourself Never Works Out The Way You Plan
Insights -
You underestimate the workload If you only have a few funds, you may be thinking “how difficult can it be to produce 2 pages of copy text, with a few graphs, a few tables and some performance figures…”. So, let’s break this down further to see exactly what will be needed to produce this “simple” two-page document. Say you have 10 funds, each...
