Solution introduction

Reporting as a Service – the next generation client and fund reporting solution. Providing scale, flexibility, user control and future proofing your client reporting

A cloud-based solution available out of the box, with on-boarding measured in weeks, producing perfect reports to your precise design, layout and branding, in volume and any language on time - every time

Reporting as a Service is a complete end-to-end client reporting solution. It is hosted in the Microsoft Azure Cloud for security, scale and resilliance. The system benefits from dynamic templates that automatically flex based on the client or fund, and other data to produce exactly the required reports, in any language. The integrated commentary management process means that reports are further personalised to your clients. The best-practice workflows ensure that only complete and accurate reports are produced, and the automated distribution means that the completed reports are despatched to the correct recipients as soon as the reports are approved.

On-boarding to Reporting as a Service is measured in weeks, just enough time for our technical team to configure our powerful data loaders to import and validate your data and to configure the templates to exactly match your content, layout and branding, and finally to configure the automated report distribution process. The entire reporting process is controlled and managed by your business users, using simple and straight-forward dashboards. All reports are supported by a complete audit trail of every step in the production process.

Like all great solutions, Reporting as a Service is simple to understand and use. Your data, your team, our system, your reports.

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