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Intelligent Reports
We offer a suite of products and services to create and distribute investor reports and statements that are investor-friendly, timely and cost-effective.
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Investment advisors (IIROC and MFDA firms) can efficiently generate investor reports compliant with CRM2 requirements by using Intelligent Reports. It collects third-party data from investment fund companies and stock exchanges, which is then aggregated with your proprietary data from back-office and performance systems.
Easy-to-Read investor reports
Transform customer and regulatory communications