Reporting

We integrate with any back office data to design, compose and deliver statements, confirms, tax slips and other compliance documents that will engage your clients in digital and physical formats.

InvestorCOM Digital Wealth Reporting provides a highly engaging, interactive client experience equivalent to leading robo-advisor platforms.

Our E-CDM solution reduces compliance costs by up to 75% and has eliminated over $5M in industry costs related to the Continuous Disclosure Management process.

Features
Data integration with all leading back office systems
Statement design and consulting
Document composition with OpenText Exstream
Document production & multi-channel delivery
PDF integration with client document portals
Benefits
Outsource and multi-channel cost savings
Reduce/eliminate data and privacy risk
Maximize client engagement

Features
Interactive portfolio reporting application
Existing CCM data extracts drive application
All regulatory document pdfs hosted
Fully hosted or hybrid hosting options
Benefits
Maximize client reporting engagement
Dramatic cost reduction by migrating physical documents
Ease of implementation; no additional data required

Features
Data consolidation & normalization of unit holder data
Personalized Dynamic book production
End-to-end solution including consent management
Multi-channel production and delivery of MRFP/FS
Benefits
Up to 75% savings compared to traditional CDM
Streamline CDM process and eliminate compliance risk
Improve unitholder satisfaction

Features
Real-time document generation via API calls
Fully integrated with online financial services solutions
Opentext Exstream document composition engine
Benefits
Eliminate internal cost of document composition
Improve client experience with real-time document presentment
Rapid implementation for online F/S models