ClientRep

Company Info

Company Name:
Data Last Updated:
  • November 25, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (203) 269-2111
Year Founded
  • 1991
Number of Employees:
  • 20

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 100

RPT PCKG Features

Rules Based:
Report Look Customization:
Output Options:
Process Initiation:
Client Portals:

Other Pricing and Support

Pricing:
Trial:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • None

The ClientRep™ portfolio reporting solution integrates and incorporates data from multiple sources, then automatically creates report packages that look like they were produced by a dedicated marketing and graphics team—all this in a fraction of the time it used to take.

The ClientRep™ portfolio reporting solution integrates and incorporates data from multiple sources, then automatically creates report packages that look like they were produced by a dedicated marketing and graphics team—all this in a fraction of the time it used to take.

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