Automated Reporting for Asset Management
Automate your deliverables, showcase your expertise, and strengthen investor relations
In a world where transparency, performance, and compliance are key differentiators, reporting can no longer be a manual and time-consuming task.
Asset managers must deliver impeccable, personalized documents—often under strict regulatory pressure and within very short deadlines.
With ReportingSoft, you can automate your reporting processes and provide your institutional or private clients with a clear, reliable, and professional view of their investments.
Key challenges in the industry
- Proliferation of vehicles (funds, mandates, ETFs, structured products)
- Increasing regulatory requirements: MiFID II, PRIIPs, SFDR, ESG
- Need for consolidation across asset classes, portfolios, and currencies
- Different reports for each audience (end client, regulator, distributor)
- Margin pressure and the need for greater efficiency
The ReportingSoft solution for Asset Managers
- Automated production of all deliverables: factsheets, client reports, regulatory reporting, in PDF, Excel, or custom formats
- Customizable and scalable templates: tailor reports by client, language, currency, or format — no IT dependency
- Smooth integration with your PMS/CRM: compatible with SimCorp, eFront, Allfunds, and any other data source
- No-code functionality: marketing, compliance, or product teams can design and adapt reports autonomously
- ESG compliance: dynamic generation of sustainability sections, scores, and environmental impact metrics
Tangible, measurable benefits
- Over 70% reduction in time to produce recurring deliverables
- Zero manual errors thanks to a fully automated and validated workflow
- Enhanced client experience: premium, consistent, and punctual deliverables
- Full compliance with European and international standards
- Free up your teams: let them focus on analysis instead of formatting
Client case: asset management company in Zurich
Before using ReportingSoft, producing a monthly report took three days. Today, the same deliverable is generated in just a few minutes, with better personalization, consistency, and automatic validation.
— Head of Operations, Asset Manager with CHF 4+ billion AUM
Put reporting at the service of your performance
Looking to modernize your deliverables, streamline internal processes, and respond faster to client and regulatory expectations?
We’ll support you with a robust, modular solution designed specifically for asset management professionals.
