eReportal }

External Communications Platform

In a sea of so many, how do you stand out?

External Content Client Reporting Client Books

Attract & Retain Clients

eReportal is an investment client reporting and external communications platform. From marketing collateral, pitchbooks,
Start a Conversation Minh Nguyen Director, Relationships mn@vardentech.com 617.482.5902 x309 ClientReportingSoftware.com statements to client reviews - it focuses on the individual demands and expectations of internal and external stakeholders. Discover how SLA-driven reporting and responsively custom content can empower client servicing, marketing, and sales models. Gain a centralized platform that can functionally answer strategic needs across interests of data/content aggregation, template design, production intelligence, workflow, and portal publication.

Overview
Be Impressively Client Centric
Firm-wide Aggregation Aggregate data and content directly from firm-wide assets. Regardless of warehousing, gain a flexible reporting layer that can reconcile enterprise vs. desktop logic in relations to structured vs. unstructured data. Refine a technology-to-business data servicing model that can enhance efficiency. Discover interactive reporting, custom calculations and more. Template Designers With a graphical designer, trained business users can control visual definitions. Limit manual labor by targeting reusable dynamic content injections against spatial templates. Design intelligence exists to bridge proprietary functions such as dynamic footnoting and commentary. Custom branding can be adopted. Dynamic image library and multiple charting engines exist. Patent-pending data-driven PowerPoint can also be leveraged as an alternative design medium. Go beyond graphical values to target functional power of such content as dashboards. Production Power Gain production views of deliverable SLAs and process flow. Leverage automation, intelligence and enterprise governance to achieve an agile production strategy for both custom and scheduled content. Proprietary logics such as refactoring of post-rendered content enhance automation by overlaying a powerful medium for stakeholders on-demand controls. Parse otherwise systematically fixed content to then expose their elemental layers for internal users to own through such proprietary models as self-servicing and data experience. Workflow and Audit Both process and object-based workflow enable review processing as well as cross-enterprise participations. Strong audit, annotation, and collaborative values exist where interested parties can fulfill their individual needs in the overall reporting/content strategy. Governance & Recon/Exception Monitoring Applied data, operational, and compliance governance can be executed with recon and exception monitoring. Internal and Client Portal Deploy custom internal portals to meet cross-enterprise interests for both reporting production and related operational needs (e.g. compliance, client servicing, performance). Interactive client portals can provide greater client servicing.

Industry Presence

Sponsor
Performance Management Attribution & Risk

PMAR

Sponsor
Client Reporting Technology and Operations Strategy

TSAM

Sponsor
Professional Assoc. of Investment Communications Resources

PAICR

Sponsor
Client Reporting and Client Servicing Best Practices

FRA