The choice was simple, accept low quality mass-produced output for cost containment or staff up so individuals could hand craft a set of graphical reports that looked attractive but had a high unit cost. ClientRep consolidates financial data from any number of sources, generates an unlimited number of reports containing graphics and text, and places the entire process in a tightly controlled production environment. Flexible formats, individual preferences, and volume production all come together in the ClientRep system. As a database driven system, ClientRep provides far more than attractive report packages. Data integrity and transformation features ensure that the numbers from portfolio accounting, research and analytic systems all add up.
Archive sets allow the creation of duplicate reports at any point in time, with full audit tracking.
Individual portfolios can be joined together to form Bound Groups at production time. Combined accounts that automatically merge the holdings of two or more accounts can be defined, saved and overridden if necessary. Reports, word processing documents, spreadsheets and graphics files can all be seamlessly integrated and incorporated in a single output package that looks like it was produced by a dedicated graphics team. Presentation quality is limited only by choice, not by the system itself. ClientRep is much more than the reports it produces, it provides a safe haven for the valuable data that must be produced on a timely and accurate basis.