Asset Management Reporting

Asset Management Reporting Fund managers and other asset management professionals rely on the strength and timeliness of the financial data at their disposal. Actuate delivers solutions for this industry by enabling fast and efficient data access and reporting, benefitting institutional managers and clients alike.

Solid financial decision making demands fast access to accurate and timely data. The technology to deliver rich, interactive data views online, in real-time, is here today. By transferring reporting processes to web driven, rich-Internet portals enables asset managers to increase efficiency, speed, and customer satisfaction across the board.

Rich-Internet Application Enhanced Interfaces for Asset Management Client Reporting

For years, Actuate has a leader in providing rich online channel tools and solutions to the world’s leading global financial institutions. By delivering powerful, highly interactive customer self-service applications, Actuate solutions create unprecedented time and cost efficiencies coupled with improvements in customer loyalty and competitive advantage.

For institutions managing assets such as mutual funds, Actuate offers fast access to up-to-the-minute data without the costs and overhead associated with traditional reporting software. Actuate provides a rich Internet environment that is flexible enough to meet customer needs while delivering the scalability to meet the changing business requirements of a growing organization.

  • On demand portfolio strategy analysis
  • Increased style and consistency of organizational reports
  • Reduced printing and client reporting costs
  • Multiple web driven delivery options

Actuate Online Channel Expertise

Actuate Online Channel Solutions Deliver a rich Internet experience for advanced account data, information analysis and information management functionality as a core component of the online channel.

For firms looking to captivate customers, drive loyalty and improve growth opportunities, Actuate delivers the next generation online customer experience.

RIA-Ready Information Platform

The Actuate RIA-ready Information Platform delivers unmatched scalability, high-performance, reliability and security. Its proven RIA capabilities include rich AJAX-based dynamic presentation and information management, along with flexible and open development tools for easily creating composite applications that leverage personalized and managed user account data.

Recent / Selected Wealth Management Customers

  • Mellon
  • Humana
  • HSBC
  • Leading Healthcare Payer Organization
  • Leading Life Insurer

View customer success stories
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Contact Actuate:
800-914-2259
(N. America)

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Want to learn more?

To get more information about Online Channel Solutions or to answer any of your questions, please contact an Actuate expert at 1-800-914-2259 (US & Canada) or contact us by email. You can also contact one of our offices worldwide.