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Client Reporting
VestmarkONE®
Re-imagine Client Reporting & Tell Stories that Engage Clients
VestmarkONE’s powerful report writer lets advisors and home offices construct client-friendly reports by customizing a host of report parameters, visualizations, and content. From one-off ad hoc reports to batch generation of tens of thousands of QPRs, VestmarkONE Client Reporting offers the flexibility and scalability to handle all of your firm’s client reporting needs.
Choose from a wide variety of data points and visualizations to create compelling, user-friendly reports.
Key FeaturesComprehensive Report LibraryStart with our large library of report templates that provide client-friendly data and visualizations for account or household performance, holdings, asset allocation, transactions, and more. Add logos, market commentary, and other proprietary content to meet the specific needs of your firm and your clients.
Unsurpassed Data QualityAs a VestmarkONE client, you can be confident that the same IBOR-quality data is properly calculated and presented in all client-facing reports.
Robust Batch Reporting EngineVestmarkONE’s reporting engine was built for scale and streamlines the process of generating QPRs or other standardized, high-volume reports.
Ad Hoc Reporting CapabilitiesApproved users can create templates and easily generate ad hoc reports for any account, account group, or household.
Report Package AutomationGroups of reports can be created, named, and saved for groups of accounts or households. Packages can be run on demand and contain either client- or internal-facing reports.
Store Reports in the Client’s Document VaultPublish reports to the client’s document vault and select which ones are available to share via VestmarkONE’s Investor Portal.
To learn more about VestmarkONE’s client reporting module, visit www.vestmark.com
To schedule a demo, send an e-mail to [email protected] or call 781-224-3640
Choose from previously defined templates to create a customized reporting package that can be generated for one or multiple clients or accounts.
Questions?
Key Features cont.
VMK–TS/CLIENT REPORTING/V1–6/19
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