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Institutional client reporting

Survey questionnaire
Rate your providers on up to 5 service elements
All responses will be treated in the strictest confidence

Use of client logos for white label reporting

Ability to produce reports in the name of the client for ongoing distribution to their clients.


Please confirm your identity to rate

Ability to take feeds from client systems

Ability to take feeds from multiple client systems in flexible formats in order to gather data for client reports.


Please confirm your identity to rate

Provision of data for integration into client systems

Ability to produce data in flexible formats and make this available to clients for upload into their systems.


Please confirm your identity to rate

Ability to take feeds from external systems

Ability to take feeds from multiple external systems (as requested by the client) in flexible formats in order to gather data for client reports.


Please confirm your identity to rate

Production of client-ready copies for distribution

Ability to produce reports in the format and quality for direct distribution to underlying clients.


Please confirm your identity to rate