Solution introduction
With real time MI, data delivery and client reporting, your compliance obligations are simplified and your professionalism assured
FUSE reporting - data analysis where it’s needed, on your main dashboard, as exported reports, or direct to your client portal
- For business – whether you need a simple snapshot view of activities, or more sophisticated business intelligence to understand what is driving trends, our reporting tool can be easily configured to provide dashboards individually configured to your users.
- For clients – fully-branded professional & personalised reports with completely configurable fonts, colours, logos, cover pages, wording, layout etc.
- For third parties – seamless two-way integrations using any APIs that can be scheduled and automatic with success reporting for reassurance.
For Wealth Managers
- Financial planning, tax planning, investment performance
- Valuation reporting for investment portfolios
- Performance reporting for investment portfolios
- Full ex post MiFID fee impact on performance disclosure for investment portfolios
- Single or bulk reporting
- Compliance reporting
- Contract note generation
- Add-hoc self-service valuations
