Rhyme

rhymeSIGHT™ Reporting to Clients removes the pain of the reporting process for investment management firms.

Through workflow rhymeSIGHT™ Reporting to Clients allows operations to control the reporting process, guiding them through the use of standardised templates and integrated approval stages.

The approval process creates high levels of accuracy by ensuring that pricing data is current, yield percentages are correct and valuations are up to date. Additionally, the report review workflow provides electronic approval of reports prior to despatch removing costly and time-consuming print re-runs.

rhymeSIGHT™ Reporting to Clients reduces the total effort by automating the reporting process and ensuring that the most appropriate people are involved when they can add value.

Why Reporting to Clients?
rhymeSIGHT™ Reporting to Clients adds control, accuracy and efficiency to an investment manager’s reporting process. It can be easily integrated with existing systems and can scale from dozens to tens of thousands of reports.

Efficiency
Implementing rhymeSIGHT™ Reporting to Clients increases operational efficiencies and cuts production costs. Firms can reduce their total effort associated with client reporting and at the same time improve the quality of their reports.

rhymeSIGHT™ Reporting to Clients minimises maintenance time for operations while still providing clients with customised reports. This is done by consolidating multiple report layouts and managing specific client content through a series of rules.

Control
Saving time on the business side means that firms are able to service a growing number of clients and increase the standard of their offering. Fund managers focus on clients while operations controls the reporting process, delivering both standard regulatory reports as well as the customised elements that are important to the fund managers’ clients.

Every stage of report production is controlled through workflow by rhymeSIGHT™ Reporting to Clients, creating a repeatable, predictable and auditable client reporting process.

Accuracy
rhymeSIGHT™ Reporting to Clients improves the accuracy of reports by forcing consistency on the data collation process and through workflow imposing rigor on the fund manager and operations approval process. Electronic review and distribution of reports during the production process removes costly and time-consuming re-runs.

Once compiled electronically, reports are delivered to clients efficiently via a variety of channels including web, email and posted hard copy format.

An electronic archive allows each fund manager to view sent reports instantly via a web interface. Operations is no longer burdened with fund mangers requesting archived copies, allowing them to respond instantly to client reporting-related queries.

Rhyme is a respected software and solutions provider in the asset management industry and brings this extensive experience to the client reporting function. We understand the needs of fund managers and rhymeSIGHT™ Reporting to Clients enables them to drive the client reporting process.