WEBINAR ON-DEMAND
Customer reporting as a competitive parameter
Classical reporting traditionally uses e-mail and ‘e-Boks’ systems, where the customer receives a report each month. But most people today are used to being able to pick up the knowledge they need as and when they want it – a trend that has spread to the investment world, where more and more people are looking for updates on their investments in real time.
So if you want a competitive edge in the investment markets of the future, you need to invest in an effective and scalable reporting solution.
Get a thorough and honest assessment of your setup
Do you want a non-binding business review of your current setup? We’ll help identify the potential of using our solution and provide honest and professional feedback for improving and optimising existing workflows and processes.
Experience the next step in client relationship management
Learn about the benefits of COCKPIT for financial advisors here.
PORTMAN, the professional investment management solution
Learn more about our module-based investment management solution providing you with timely, accurate and complete data.