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.

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Deliver an Exceptional Reporting Experience to Your High-Net-Worth Clients

Private banking clients are discerning: they expect precise, personalized financial information delivered promptly and in impeccable formats.
In a multi-currency, multi-jurisdictional environment under intense regulatory pressure, manual report production hinders excellence.
With ReportingSoft, automate and personalize your reports to strengthen client relationships, ensure compliance, and save valuable time.

Industry Challenges

• Complex portfolios requiring consolidation (assets, currencies, jurisdictions)
• Frequent and personalized client requests
• Regulatory constraints: MiFID II, FATCA, CRS, ESG…
• Need for high-end visual presentation
• High volume and tight delivery deadlines

What ReportingSoft Brings to Private Banking

• Multi-source consolidation: aggregate financial data, CRM, and third-party documents into a single engine.
• No-code report editor: empower business teams to create or adapt report templates independently.
• Premium layout: generate professional, personalized PDF documents for each client.
• Complete automation: generation, validation, and delivery via email or secure portal at defined intervals.
• Integrated compliance: adhere to regulatory standards for content, traceability, and archiving.

Benefits for Your Bank and Relationship Managers

• Time savings for teams: eliminate time-consuming Excel spreadsheets and copy-paste tasks.
• Enhanced client experience: clear, visually appealing reports delivered on time in the client's language.
• Business agility: teams can swiftly respond to specific requests without relying on IT.
• Security and governance: each report is traceable, archived, and protected according to your internal policies.

Use Case: A Major Swiss Private Bank Optimizes Client Reporting

Our IT department spent several days each quarter extracting, cleansing and consolidating data from different systems: core banking, portfolio management, CRM and external ESG indicators provider. Then tens of thousands of reports were produced semi-automatically and distributed to the different Relationship Manager to review before sending to the client on multiple channels. This process took up valuable time from IT and the RM, slowed down delivery to our clients and carried a high risk of errors.

Thanks to ReportingSoft, we have automated the entire workflow: data extraction, cleansing and consolidation, report production, verification and distribution via our secure client portal. Each RM can now view or approve reports with a single click, and our clients receive their documents faster and with 100% quality. Moreover, we can produce highly personalized multilingual reports that comply with regulatory requirements.

— Head of Client Reporting, Major Swiss Private Bank (confidential)

Use Case: A Swiss Family Office

Thanks to ReportingSoft, we have streamlined our reporting processes, enabling us to deliver tailored reports to our clients efficiently and accurately. The automation has significantly reduced manual workload and improved the overall quality of our client communications.

— Operations Manager, Swiss Family Office

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