dReports: Investor Reporting Solutions
dReports is a product suite that helps fund managers to streamline their investor reporting life-cyle. dReports automates investor report publishing, eliminating errors and providing automated and on-demand publishing of investor reports ready for distribution by email, investor extranets or print.
By streamlining your investor reporting life-cycle, dReports improves the timeliness and accuracy of information while increasing your efficiency and producitivity. The dReports investor extranet component means investors are only a click away from personalized, up-to-date information.
dReports features 5 components:
- dReports Studio: A Microsoft Word plug-in that you can use to develop flexible templates for documents to be produced within seconds from your data source(s) such as Excel, XML or any database.
- dReports Generator: A desktop application that allows you to generate reports from the click of a button, producing consistent, professional looking documents from pre-defined templates.
- dReports Data Manager (for dCRM): A report data manager and central repository built in to the dCRM interface that acts as content management and workflow engine to ensure that data is kept current and validated.
- dReports Server: Automatic post processing of reports for export to other file formats (PDF, HTML, XPS) or printing.
- dReports for Investor Extranets - dReports Investor Extranet reduces the cost of servicing investor information demands and provides a way to improve investor relations service levels by enabling investors to "help-themselves" to the information they require via a secure extranet. dReports for Investor Extranets is available in three options to suit your website requirements.
Key Benefits:
- Timeliness of information: Workflows ensure that information is updated on time and ready for the reporting life-cyle.
- Accuracy of information: By having a single, auditable repository of data and content for use in various reports.
- Efficiency: By automating as much of the document creation process as possible and eliminating duplicated effort, and by providing investors with the ability to access report information via an extranet.
- Productivity: Enables staff to focus on "real value" services for their investors rather than time consuming, repetitive document management and creation tasks.
- Brand consistency: Templates and pre-defined styles ensure your words, tables and charts are consistent, reflecting your brand across all reports.
- Post production editing: Output to Word format allows for post production editing for last minute changes and corrections.
