Reporting Development
InvestTech’s broad expertise in investment management systems technology extends to Client Reporting System Selection and Implementation. We have the experience and know-how to create information delivery solutions that provide our clients with access to information across multiple channels and delivery methods through a suite of customizable services.
Client Reporting System Selection & Implementation
A reporting system selection project is designed to evaluate and implement a client reporting system solution that also supports longer term needs. Our experience in the industry tells us that current client reporting applications in the market offer connectivity to virtually any data source and support the production of high-quality reports for internal use and client reporting. Hence, products may offer improvements over a client’s existing reporting framework. Many solutions even include intuitive web user interfaces and efficiencies for integrated workflows and period-end production reporting—we will figure that all out for you and recommend the best solution that fits your business model.
The Right Tools
When InvestTech launches a project with a client, we use proven methodologies and tools that guide you in the right direction. Our approach involves a comprehensive review of your business needs using tested methods including:
- Reporting Requirements Matrix Documentation
- Report Specifications Review
- Pre-built Advanced Reporting Packages
Most importantly, throughout our analysis, we review business risks that may impact a client, including:
- Disruption to existing client reporting during system cut-over and production go-live process.
- Delays in related systems implementations that may impact the project.
- Likelihood of finding limitations with any new product.
The result is a complete, scalable client information delivery and reporting solution—custom fit to grow with your firm’s current and future business needs.