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What kind of reports do you have? Blue sky? Tax reporting? Escheatment? |
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We have built a very flexible reporting engine that has access to all data in the TA system. We have an inventory of off the shelf reports, but we also realize customers are very interested in reporting capabilities. We plan on building out additional reports in conjunction with our first customers. Our development time for deploying reports (and delivering them electronically) is significantly lower than the competition. We can then tie these reports into the automated workflow of the fund processing, and make them available for the appropriate parties (operations, auditing/compliance, end investor) via secure Internet access.
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