Investment Reporting – Automated and Professional Reporting for the Client
Investment Reporting
What is Investment Reporting?
An investment report is an overview of a mandate's investments, the associated risks and the results achieved. An investment report primarily serves the financial institution to fulfil its accountability obligations. In relation to the client, however, the report can do much more, serving as a direct line of communication to provide the client with facts and data. Our experience helps you to fulfil today's customer requirements and to communicate information in a simple and understandable way.
Benefits
No IT release is required for seamless integration
Modular System
Flexible, dynamic modular system for all requirements.
Web & Print
Attractive design in the same layout for web and print.
Integration
Integration of your existing workflow management and all your data sources.
Reporting Blueprint
Investment Reporting Blueprint for Asset Managers and Global Custodians
Investment Reporting Blueprints
Your Contact
Your Service for Cinnamon
Contact our investment reporting specialists to learn how bmpi can help you.System- & Serviceprovider
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