For Your Interest…

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Eliminate the Mundane Task of Report Generation

Typically, asset management firm require to provide standard reports to ever increasing client base. It can be challenging to keep up with reporting requirements due to increasing demand, resulting in a growing backlog and longer turnaround time. Eliminate mundane task of report generation and automate it.

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Asset management firms are required to provide standard reports to their (hopefully) ever-increasing client base. It can be challenging to keep up with reporting requirements due to increasing demand, resulting in a growing backlog and longer turnaround time. It’s time to eliminate mundane reporting tasks by automating them.


Did you know there’s a central repository designed specifically for asset management firms that can not only funnel all data from various resources, but also allows you to simply import data?

UBTI’s Financial Reporting and Analytics System (FRAS) provides users with role-based visibility of valuation reports, performance, and risk management data for efficient analysis of complex information.

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This streamlined data empowers firms to spend more time on what matters most: managing risk, maintaining compliance, reducing expenses, and focusing on customers.

Some of the compelling features include:

  • Predefined standard reports.
  • Ability to create custom, ad-hoc reports.
  • Generate regulatory, operational, strategic and client reports delivered to your inbox.
  • Single solution to meet requirement of from various teams - compliance, portfolio managers, client and enterprise management.

Improve the efficiency of your team by redirecting them to important business functions. Let the mundane tasks be managed by systems that offer complete traceability and data validation.

 

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Topics: Advancement in Reporting service, Automate Report Generation and Delivery, finance