eReports

In today's competitive market, Investment Managers face increasing pressures from their clients to deliver friendly, easy to understand reports in a timely manner. PORTIA eReports is a web-based enterprise reporting platform that provides advanced data retrieval, presentation, and delivery capabilities for your client reporting needs.

eReports provides an easy to use reporting platform to meet today's demanding client reporting needs. Highlights of eReports include:

  • Presentation-Quality Reporting - generates attractive reports and statements that can include charts, graphs, logos and other graphics.
  • Web-based Reporting - The web-based user interface allows our client's customers to run reports from their secure web browser.
  • Powerful report designer - allows users to easily build new reports using drag and drop layout and design.
  • Enterprise reporting - the eReports platform has the ability to report on data from any open database such as Microsoft SQL or Sybase allowing clients to consolidate data from other systems such as an OMS with PORTIA. This can allow clients to create a "virtual data warehouse" instead of having to implement a physical data warehouse for consolidated reporting.

PORTIA eReports was launched at the Thomson Buyside Conference on September 21 and the feedback received from clients was extremely positive.

If you would like a demonstration of PORTIA eReports and would like to learn how it will improve your business, please contact your Relationship Manager.

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