ContentWelder for Client Reporting:
Automated workflow solutions for custom client reporting.

Click here to request a demo and learn how the world's leading investment management firms have built automated solutions.

In the ultra-competitive investment management industry, it is crucial for money managers to provide the highest level of customer service, with highly personalized, information intensive reports for their institutional investors and private clients.

ContentWelder for Client Reporting is the most advanced, feature rich and complete solution available for automating the reporting process and the dynamic composition of high quality, fully compliant customized client documents. Its robust workflow environment streamlines the internal communication process significantly reducing time to market.

ContentWelder for Client Reporting Solution Overview:

ContentWelder for Client Reporting allows your firm to:

• Produce fully customized reports - through an intuitive user interface accessed online via the browser.
• Streamline report preparation - through a configurable business user workflow and web-based management dashboard.
• Increase control & accuracy - by integrating directly with your systems and easily managing all business, branding and compliance rules.
• Leverage corporate technology investments - in data warehouses, portfolio management systems, middle & back-office operations through a plug-in framework.
• Lower operating costs - through an open, scalable platform that can generate output formats for print, email and online distribution.
• Reuse content across documents and communications - through ContentWelder's component-based content management model and dynamic document composition engine.
• Increase business without adding personnel - by simplifying customer maintenance through automated report building and generation.

ContentWelder for Client Reporting is based on the award-winning ContentWelder enterprise customer communications platform, which has been proven in successful deployments by the industry's leading financial services firms. The ContentWelder platform is also being used by leading financial services firms to go beyond client specific reporting and support a wide range of reports and client communications, including monthly and quarterly fund fact sheets, investment reviews, prospectuses, as well as localized sales and marketing materials.

ContentWelder for Client Reporting has the power to transform your organization's client reporting and maintenance processes, enabling you to deliver the highest level of service to your institutional and high net worth investors.