Today’s investors have the freedom to switch investment managers with relative ease, causing intense competition for their business and increasing the cost of attracting new clients. As a result, investment houses are keenly focused on retaining and growing existing accounts, causing them to reevaluate and improve the online information services they deliver to their clients. At the same time, companies must improve the productivity of their investment advisors by giving them the online tools and data they need to serve more clients more effectively. Read more about Actuate Solutions for Investment Management and Client Reporting

1. Solutions
Brochure
The people behind BIRT TM
Investment Management Client Reporting
Today’s investors have the freedom to switch investment In addition to more report types, investors are asking for more
managers with relative ease, causing intense competition for functionality, including:
their business and increasing the cost of attracting new clients. • Instant access to real-time account status
As a result, investment houses are keenly focused on retaining • A choice of how and when reports are delivered
and growing existing accounts, causing them to reevaluate and • Customizable reports with user-specified settings
improve the online information services they deliver to their • Control over the look and feel of displayed data
clients. • Ability to download information into a variety of formats and
At the same time, companies must improve the productivity of tools for further analysis
their investment advisors by giving them the online tools and • Access to account, market data and analysis in a convenient,
data they need to serve more clients more effectively. unified, real-time view
For over a decade, Actuate has provided sophisticated client
Growing Accounts with Online Services reporting solutions to the world’s largest and most prestigious
Today’s financial services firms compete fiercely for their share of investment advisors, banks, insurers, securities firms and
high–net-worth investors, including boutique investment houses. To make these firms more
the emerging ranks of wealthy baby boomers and competitive, Actuate provides online, self-service tools that
young professionals. To grow and prosper, the streamline the delivery of portfolio, market and performance
firms must meet the needs of these demanding investors with information to clients and financial advisors.
superior online information and personalized services.
Top Five Global Bank, Private Banking Division
For years, investment houses have offered online portals that Upgraded from static to interactive portfolio statements that are
provide clients with basic access to statements, transaction more efficient and greatly improve client satisfaction. Planning
and history reports and portfolio performance summaries. But to use Actuate in the long term.
as younger, busier and savvier investors join the investment
Global 50 Investment Firm, Institutional
community in ever-increasing numbers, financial services firms
Client Division
must review the adequacy of their online reporting and analysis
Dramatically accelerated production of client portfolio reporting
tools.
with no quality compromise. Tailored and personalized reports.
Exceeding Client Expectations Greatly improved overall style and consistency across reports.
To be a leader in the online financial services world, firms must Top Ten Global Bank, Wealth Management Division
anticipate client demands and deliver powerful products and Reproduced high-quality statements that previously could only
services that deliver value to their investors every day. To do be produced manually, while generating them incredibly faster.
so, firms must upgrade the accessibility, quality, timeliness,
Top Ten Global Bank, Private Banking Division
personalization, interactive analysis and security of their online
Streamlined the entire customer-facing process with easy-to-
client portals.
interpret and highly interactive investment analysis views.
To give the new generation of sophisticated investors the
Leading European Bank, Asset Management Arm
visibility into their investments they demand, financial services
Gave investment managers real-time information that raised
firms must deliver a variety of report types:
their efficiency, giving them more time to deliver advice and
• Multi-account performance dashboards qualitative value to their clients.
• A choice of portfolio and trade history reports
• Current and historical tax reports
• Performance reports benchmarked against personalized
investment and life goals

2. Investment Management Client Reporting
Actuate’s Proven ROI Making It All Happen
After conducting interviews with leading financial services Actuate’s unique technology and understanding of online
companies, Forrester has completed a model for developing the reporting, web architecture, personalization, scalability and
Total Economic Impact—including both costs and benefits—for performance make it the ideal choice for creating or enhancing
improving online reporting initiatives using Actuate. Among its your online client services portal. For more information on how
various findings, Forrester concluded that a typical organization Actuate gives you the agility to meet the needs of your most
that offloads customer reporting from high-cost methods—call demanding customers, contact us today.
centers, account managers and senior technical resources—to a
centralized process delivers a 92 percent return on investment. Contact Actuate
Tel: (888) 422-8828
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• Actuate for Customer Self-Service Reporting Solutions
• Online Channel Reporting for Banks
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