3i Infotech has used its intimate knowledge of the investment management industry to develop Reporting to Clients, a standalone reporting solution that encompasses the entire investment reporting process. The solution enables users to generate efficiencies and provides management with greater control, accuracy, and visibility over the whole reporting process.
Reporting to Clients is able to scale from small numbers to tens of thousands of reports using a simple architecture that covers the whole gamut of client reporting requirements for institutional and private client asset managers. However, such is its design that it can be employed on an enterprise-wide basis and thus be used to meet internal reporting needs.
By utilising the functionality that allows customers to define their own business processes, the solution guides users through their core reporting-related activities placing controls where necessary. This provides the client with the transparency and reassurances needed in this age of increased regulation whilst also aiding throughput and the quality of the end output.
We recognise that each client’s organisation is different and do not prescribe to a set way of working. 3i Infotech therefore works closely in partnership with its clients to define the processes that are right for them before fine-tuning Reporting to Clients in such a way that it fits seamlessly into the client’s operational environment.
Reporting to Clients provides a strong integration platform enabling compatibility with multiple data technologies and formats. At the data collection stage, it therefore has the ability to bring together potentially disparate data sources and give them meaning in the context of the reporting requirement.
Crucially, during these turbulent economic times, Reporting to Clients allows users to easily create attractive and information-rich reports that can help firms to differentiate themselves from competitors in the increasingly tough battle to retain clients. The integrated design studio allows for the simple bespoke customisation of report templates employing drag'n'drop technology in an easy-to-use design workspace to cater for the needs of each individual client. To aid this process, 3i Infotech provides sample reports as a starting point that allow even beginner users to create good-looking, functionally-rich report templates.