Investor Reporting from Fiserv can deliver advanced, comprehensive and customizable customer reporting for your firm and your investors - all while providing you with cost efficiencies, risk reduction and the ability to create competitive differentiation.
Customer reporting is a critical and complicated process for investment managers. The need for on-time, accurate, and reliable performance reports is paramount. The process of extracting data from the portfolio accounting system, to the report generation, to the production and fulfillment, is a complex task.
Fiserv provides a comprehensive platform for deploying high-volume and on-demand statements. We offer rapidly deployed and relatively inexpensive standard templates as well as fully customized reporting packages with virtually limitless options on style and content for Investor Reporting templates. Our reports combine the power of APL data/functionality with state-of-the-art design capability.