What we do:

Our CRM Services
extend from Needs assessment to post implementation support...

Our TeleMarketing Services include lead enhancement and lead generation to Sales, order entry and support...

Our Medical Products
focus on current injury and post surgery treatments. We provide products that are cutting edge that can lead to faster recovery and more consistent applicatioin of professionaly recommended treatment.
Enhancements Products >ClientRep

Client reporting remains the most tangible evidence of the relationship between your firm and your clients. ClientRep™ automatically creates professional client statements and meeting presentations that enable you to provide customized reports for each client, presenting a consistent company image that will leave a lasting impression. With a simple mouse-click, report configuration and consolidation options let you launch a full production or customized print run of professional and easy-to-read reports.

ClientRep can also provide automated creation and delivery of internal management reports savings time, money and resources.

ClientRep offers a new world of creative possibilities with all of the accountability a fiduciary requires. It restores the control that has been lost in the statement production process—the loosely-coupled collection of Word documents, Excel spreadsheets and manual graphics files that many firms have come to rely on form a giant audit hole where material error and omission can occur. Investment Management benefits from ClientRep because it receives:

  • Reports based on data that is consolidated from your accounting system, in-house systems, and external data providers. .

  • User-specified performance periods and index comparisons. .

  • Flexible reports based on a set of predefined options to control the level of summary/detail to display in each report section. .

  • A consolidated data repository—one place to store all relevant reporting data for the entire firm. .

  • Increased efficiencies and cost reductions in Operations. .

  • The option to address householding by calculating performance across groups of accounts..

  • Easy interface with leading portfolio accounting, CRM and document management systems, as well as secure client portals.

Industries: Banks & Credit Unions, Investment, Securities, & Holding Companies

Business Needs: Data Storage/Warehousing, Forecasting, Workflow, Reporting & Decision Support, Reports/Analytics

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