- 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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Factbook to attend TSAM Boston 2018, on November 15
Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be exhibiting at TSAM Boston 2018. With the ever increasing pressure to do more with less, the Factbook Solutions Suite™ helps individuals and departments deliver timely and consistent automated reports in a budget squeezed and regulated world. Be it Client Reports, Fund Factsheets, RFI automation, Pitchbooks, Data Management or Data Feeds, Factbook will be on hand at our...