Client Connect allows Asset Managers to provide investors with personalised interactive digital reporting.

Digital first
Digitises fund reporting to meet rising investor expectations through an interactive and immersive analysis.

Targeted engagement
Differentiate your offering by bringing together targeted thought leadership and alternative opportunities.

Investment transparency
Provide investors with greater transparency to explore their investment performance and risk information.

Stay informed
Demonstrate better oversight and communication of portfolio performance drivers, updates and metrics.

• Customer-centric - personalised reporting experiences with access to contextually relevant content and information
• Investment oversights - get accurate and in-depth oversight across all your investments as a single portfolio experience
• Individual investments - analyse individual investments (mandates and products) to understand their performance and composition
• Investment library - access a library of personalised investment-related content that includes insights, videos and literature
• Generate reports - produce on-demand reports across portfolio and individual investments