Client Reporting Applications for Financial Service Firms

How lawyers can use excel

RIAs, Broker-Dealers, State Registered Advisers

If your firm is like many other investment advisory firms, creating customized monthly or quarterly reports for your clients requires an inordinate amount of valuable staff time. Yet, in spite of dedicating staff to producing these reports, they are not error-free. Custom Microsoft Applications can automate report-generating processes like yours, saving countless hours and providing clients with the accuracy and professional look they expect.

By integrating accounting data with custom Microsoft Office Applications, tedious work is automated, human error is minimized and the WOW factor of reports and charts is maximized. Account managers with automated reporting systems can spend more time focusing on what they do best. By leveraging Microsoft Office Applications, the need for expensive software solutions is eliminated.