The reporting solution for Asset Management firms

Fund details sheet is a way to enhanced customer satisfaction of Asset Management firms

Reportive offers a unique solution for the automatic design and delivery of documents for the field of Asset Management.

Using the Reportive software suite allows analysts to provide investors with much-improved fund details sheet, while keeping design and delivery times down. The solution also covers the monitoring of internal activity (orders management, subscriptions, commissions...) and regulatory reporting.

The reliability and traceability of information are improved as no programming is required, comments from managers are automatically taken into account, and the transition from the prototyping phase to production is transparent.

                                          Fund details sheet