Customer reports provide insights and transparency around performance. Creating them can be time-consuming for portfolio managers. Errors are common, and most require manual processes, using spreadsheets and other external sources.
Reporting can easily become overwhelming or inconsistent. That can result in many different problems. Data could be inaccurate or incomplete. The time and resources required keep employees away from other duties, and reports could be too generic for the purpose.
This shouldn’t be a dilemma for investment firms. These organizations need reliable tools that streamline workflows and uncomplicate them. Understanding these challenges, INDATA designed Architect AI Reporting.
INDATA eliminates these challenges with Architect AI Reporting. Its Reporting Pack functionality allows for quick building that’s flexible, professional, and doesn’t require manual work. Investment management reporting like this offers companies a host of benefits that deliver value and enhance operations. Here are four reasons why.
What Is Architect AI Reporting?
Architect AI Reporting is a tool that leverages Business Intelligence (BI) and AI. Its core competencies include the ability to aggregate and analyze data as well as report on it. Architect
AI Reporting is a SaaS solution that is the answer to cumbersome reporting issues investment firms face. It’s also web-based and doesn’t require an IT installation, making it easy to launch. The product’s interface is simple, designed for anyone to start using it without prior experience.
1. Reduce Manual Work with Self-Service Reporting
With Architect AI investment management reporting software, users can easily build report packs for internal users and clients based on available standard reports. There’s no need for extensive training, IT expertise, or previous experience.
The intuitive software interface allows investment managers to format and deliver reports tailored to specific audiences in just a few clicks.
Architect AI includes both Business Intelligence and AI to aggregate, analyze, and report on data. Implementation is fast, and reports are customizable in minutes. Report templates are available, as well.
Why it matters: Ad-hoc customer report creation is too much of a time drain, as they work to format and locate data. With this solution, investment professionals can focus on more value-added activities to deliver excellent service and performance.
2. Ensure Data Accuracy Across Systems via an MDM Foundation
INDATA’s Master Data Model (MDM) powers the Reporting Pack module. It pulls and standardizes data from front, middle, and back-office systems, CRMs, spreadsheets, and market data feeds.
That’s critical in client reporting in investment management. Without complete and accurate data, the reports will be meaningless. This clean integration of data sources through the INDATA MDM ensures that what’s presented is accurate.
Why it matters: With a foundation of accurate data, reporting is consistent and reliable. All potential outputs are combined, and the risk of errors is eliminated.
3. Tailor Outputs for Every Stakeholder and Use Case
Investment managers can customize customer reports to be client-specific with the Report Pack. It creates client-ready reports for presentations and meetings. They’re also usable for analytical workbooks for in-depth internal analysis. Users can format each output to align with stakeholder needs, ensuring clarity and relevance.
There is a library of templates and data visualizations to start with that can be further customized based on the end use.
Why it matters: Tailored reports improve transparency and responsiveness for both internal and external stakeholders. Investment managers can deliver communications that are unique to each client, fostering greater trust and loyalty.
4. Accelerate Insights with Automation and Up-to-Date Alerts
Automated client reporting for investment management is also an option. Schedule them as needed to ensure stakeholders receive timely information without extra work. It makes customer reports much more efficient. Built-in alerts are another feature of Architect AI, which makes it easy to attend to immediate needs.
Reporting is a regular task, but sometimes, things happen that need urgent attention. If automated reports are already on the schedule, they run and distribute as defined.
Because firms can automate these reports and receive alerts, business intelligence insights are available much sooner. Investment managers can then act on them quickly.
Why it matters: Automation saves time, increases accuracy, and ensures critical information reaches the right people at the right time. Timely insights are more actionable, and there are no more manual tasks.
Customer Reports with Architect AI
INDATA’s Architect AI Reporting goes far beyond static report templates. Investment firms can enable self-service reporting to reduce manual work with the platform. The solution also ensures data accuracy across systems, provides customization for each client, and has automation and alert capabilities.
With customizable Reporting Packs and reliable data from INDATA’s MDM, investment managers gain control of the reporting process—boosting efficiency, accuracy, and speed.
Explore INDATA’s Architect AI Reporting Pack by requesting a demo today.
FAQs
What are custom reporting packs in investment management?
Custom reporting packs are a functionality within investment management software that enables the creation of customer reports. The module allows self-service reporting, ensures data accuracy across sources, provides customization capabilities, and has automation and alert features.
Why is data accuracy across systems so important for reporting?
With any type of investment management reporting software, accuracy is critical. To achieve this, an MDM (Master Data Model) is a best practice. This standardizes the information across every source, so that users can be confident that the outputs are the most up-to-date and correct.
How does self‑service reporting benefit investment firms?
The best client reporting solution for investment management includes self-service. Any user can quickly build reports without relying on other experts. There’s no need for IT help or hours of training. It’s ready to go in minutes.
What does tailoring report outputs involve?
Each client or stakeholder is unique, so reporting should be in alignment with their needs and goals. The INDATA Reporting Pack lets users create client-ready reports as well as build analytical workbooks. The format output is customizable for each use case.
Explore INDATA’s Architect AI Reporting Pack Functionality or request a demo today.
