Asset Managers
In a disturbing financial market, evolving constantly, clients require reporting more frequently, in order to check their investments results and be reassured.
Reporting Maestro is a real financial analytical tool and a client communication tool for asset managers.
Detailed Reporting
- Show detailed information relating to the financial transactions
Personalized communication
- Reports’ content customizing: according to the type of investment, client characteristics, currency…
- Reports’ design customizing: large choice of templates
Financial analytical tool
- Comparative performance of financial results over a period
- Comparative performance of a financial product versus another financial product
- Comparative gains through exchange rates