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For investment client reporting, eReportal is a data aggregation, reporting, and publication platform. It is open-ended from a data, presentation, workflow and deliverable-type standpoint. For historical, scheduled, and on-demand reporting, eReportal executes competitive reporting models across eighty investment firms - ranging from $10B to $300B AUM. Attract and retain clients with faster and greater custom reporting via a single platform that can be adaptive to both business and technical visions. eReportal is built by investment technologists who understand the business and data of client reporting. From portal publication, pitchbook, client review, to statement automation, learn why eReportal drives a diverse set of client servicing and marketing strategies. eReportal.com
Uploaded by: VardenTechnologies Added: 10 months ago
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Tags:
workflow
eReportal
Investment Client Reporting
pitchbook
client portal
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