Client reporting
Client reporting
Providing clients with high-quality reports is certainly a way of differentiating yourself in today’s competitive market. The efficiency of automated generation of reports and the flexibility to create reports unique to your company at any time, can put you ahead of your competitors.
The Bankvista's high-quality and full-colour reports, including pie charts, gives your clients a clear view on their assets. The standard reports include all the information your clients can ask for: portfolio valuation, total purchase price, unrealised profit and loss, asset allocation, performance over a given period.
With Bankvista, any ‘portfolio’ reports can be printed on-line, for dates in the past. Reports can be generated remotely from your workplace quickly and easily. For each client, different high-quality reports can be sent out in the currency of choice and at the frequency requested.
All Bankvista reports are fully compatible with the digital highway since they are generated in Acrobat® format.
Standard Views
- Portfolio structure analyses
- Asset distribution
- Currency distribution
- Current account positions
- Treasury contracts positions
- Security positions
- Securities by sector and nationality
- Performance presentations
- Current account statements
- Security movement statements