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Client Reporting & IR

In a world that’s demanding greater transparency, the quality and consistency of reporting can make all the difference in building confidence with investors, investment committees and boards of trustees. Fund managers must be able to distribute accurate and reliable performance reports on a regular basis – as well as be willing to quickly address investors’ ad hoc requests. And today’s more stringent regulatory environment necessitates a complete audit trail of what was said and sent.

PerTrac products for your needs:

PerTrac Analytics for Fund Managers >

Analytics gives investor relations teams all the data and statistical tools they need to create professional, graphically-rich reports in a matter of minutes.

PerTrac CMS for Fund Managers >

CMS enables funds, funds of funds and multi-family offices to keep critical investor information organized, communications on track and compliance streamlined along the way.

Testimonial >

"PowerLink allows us to use a vast array of statistics, qualitative information and modeling capabilities in a flexible excel format. The major advantage for us is being able to create 100% customisable, dynamic and accurate reports that require next-to-no manual intervention."

- Nemesis Asset Management