Reporting

Concise, accurate, flexible and well presented reporting is a critical part of any investment operation. Pulse provides a comprehensive, user definable reporting suite specifically designed to meet both Client and Regulatory requirements.

As standard, users can create their own reporting packs to support any specific product or client objectives, as well as schedule and diarise production runs to coincide with periodic client reviews and key operational processes including income distribution and management fee production. With the ability to combine your own market and personalised commentaries alongside KYC, Valuation, Performance, Transactional, Custody, CGT and Composite Tax Schedules etc. you can be assured that your clients are receiving the very best levels of service.

Pulse Reporting provides a complete end-to-end solution for report design, data collection and automated distribution. With its integrated workflow driven architecture, Wealth Managers can fully automate the production, distribution and delivery process yet retain the flexibility to quickly adapt to changing business requirements.

Features

• Assign report structures across any entity including Families, Clients and Portfolios
• Seamlessly manage any number of 3rd-party relationships
• Built for high volume production incorporating multi-branch distribution
• Personalise content including corporate branding and documents
• Flexible diary driven approach supporting review dates and pre-production reminders
• Content rich documents incorporating graphical charts
• Intelligent report collation delivering brochure quality output
• Deliver market, client, performance and research level commentaries utilising a rules based engine
• High Quality print production incorporating PDF ready documents
• Fully integrated with Pulse CRM, providing seamless document management
• Flexible distribution to multiple channels including the Pulse online valuation service