The reports display well on mobile devices such as the iPad®, for easy presentation to clients. No matter where they’re located, salespeople, advisors, or consultants need only to log in, browse relevant report templates that their home office has published for them, and adapt them as required. For flexibility, home offices can build in specific customization options, such as investment, benchmark, and peer group selection, so end users can tailor their reports to meet their specific needs, while still ensuring compliance requirements are met. An optional web-based Report Portal helps firms ensure their sales groups, advisors, consultants, and global teams always have access to consistent, up-to-date, approved communications that are consistent with the firm’s marketing strategy.
