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Account Charges, Compensation and Performance Reporting

Efficiently generate CRM2-compliant investor reports

Investment advisors (IIROC and MFDA firms) can efficiently generate investor reports compliant with CRM2 requirements by using Intelligent Reports. It collects third-party data from investment fund companies and stock exchanges, which is then aggregated with your proprietary data from back-office and performance systems.

Help your investors better understand their accounts

Intelligent Reports clearly displays information for better conversations between advisors and investors. Produce them separately or integrate them into your firm's existing statement packages.

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Aggregation of CRM2 Content
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IIROC and MFDA Reporting
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Multiple Data Feeds Supported
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Flexible XML Data Formats
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Investor Preference Delivery
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Enhanced Marketing
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