Performance Reporting Support
Increased competition in the high-net-worth investor market places wealth management institutions under considerable pressure to differentiate themselves from other firms providing similar services. Performance reporting metrics are one of the primary tools available to investor relations managers to showcase their services and highlight their contribution to increasing the value of their client portfolios.
eClerx provides services that enable wealth managers design client reports that appeal to the eye and effectively showcase the performance of the portfolio.
Our familiarity with the various reporting applications and report structures as well as the asset classes involved have enabled our clients to leverage eClerx’ expertise to publish effective performance reports to their clients in a timely manner and change reporting formats proactively based on client feedback.