Power of PARis + Expertise of Investment Metrics
Portfolio reporting with a one-two punch …
… in three easy steps.
Step 1: Onboard
Your Primary Contact on the IM team -now your team– spends time with you to better understand:
- your client base
- your work flow
- your reporting requirements
We migrate your account data from your current platform to PARis and set up your plan structures.
Data migration can be tedious but we do it seamlessly without disturbing your current process.
Step 2: Customize
Together, we custom-design your reports from our vast library of reusable templates, charts, and reports.
We use your logos, fonts, color palettes and placements. They’re your reports, after all.
Step 3: Publish …
… and repeat every reporting cycle.
Update and Reconcile Plan-level Data
We get the plan-level data from your custodian and reconcile it under your supervision and guidance.
After you sign off on the reconcilation, we queue up your reports for production.
PARis creates your report books in PDF format fully ready for distribution.
Distribute Your Reports
You can share your reports with stakeholders via PRISM, our distribution portal that comes integrated with PARis, or your own client portal or website.
Or have them sent to your printing facility; we’ll work with your printer and you to set up a streamlined workflow.
We do all the work but you remain in control
You have the freedom to …
Step in at any time or any stage of the process
Run ad hoc reports
Handle the inevitable exceptions to rules
And you have peace of mind, too.
Improved compliance and transparency
Reduced operational costs
Greater client satisfaction