Firms managing more than a handful of accounts are challenged with handling the generation, creation, and distribution of client reports. Some firms do it daily, some monthly and some quarterly. Some print it and mail it, some email it while others host it on a client portal.
Arcons’ clientPortal solution is perfect for handling the complexities of managing the automation of the entire lifecycle of reporting with great ease.
We recognize that firms like to represent their reports with their own look and feel, branding, colors, and content.
Our customization team can provide you the report pages that appear just the way you want, be it a bar chart, a 3-D pie chart or a nicely designed and formatted tabular report.
Arcons’ clientPortal solution is perfect for handling the complexities of managing the automation of the entire lifecycle of reporting with great ease.
We recognize that firms like to represent their reports with their own look and feel, branding, colors, and content.
Our customization team can provide you the report pages that appear just the way you want, be it a bar chart, a 3-D pie chart or a nicely designed and formatted tabular report.
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