Client Reporting

Streamlining & Improving Client Reporting for Investment Firms

Excellent Client Reporting is pivotal to the development and maintenance of good client relationships. With the rise of the multi-manager, specialist mandate model, clients are increasingly experienced in a wide range of client servicing practices and demand more of their investment management firms.

While clients want greater transparency, more relevant reports and customized insights into performance and investment philosophy, investment managers must manage their Client Reporting costs.

Singularity's Client Reporting Accelerator adds momentum, integrity and manageability to complex, collaborative reporting processes. By streamlining workflows, integrating multiple report components and proactively managing the work of report contributors, collators, reviewers and approvers, Singularity helps financial institutions meet client expectations of accurate, timely and insightful reporting.

Benefits:

• Improved client relationships resulting from fast delivery of customized reports
• Reduced time, cost and effort in the end-to-end Client Reporting process
• Automated workflow enabling efficient and productive collaboration
• Automatic detection and handling of Client Reporting issues, including escalation for management action
• Real-time and seamless integration of multiple systems
• Time-saving insight into report status via integrated MIS
• Easy to use web interfaces to allow anytime/anywhere working
• Unique flexibility to evolve your Client Reporting process as needs change