EasyAUM delivers tailored software solutions for investment management, simplifying complex processes with advanced technology and expert service.
Gallery
Advisor Client Reporting
“EasyAUM has been an outstanding partner for our firm. They have helped us with various aspects of performance reporting including composite reporting and individual client reporting, as well as assisting us with complex data management issues. They take a collaborative approach to helping clients solve their reporting needs. Their staff is knowledgeable, professional and very easy to work with. We really appreciate the work that they have done to take our performance reporting to the next level.”
SVP, Strategic & Product Development
Client Profile:Independent Financial Services Firm, $15B AUM, over 100,000 households, 290,000 accounts
Existing quarterly reporting was basic, provided appraisals and transactions at an account level.
Did not include performance, risk, portfolio structure or other metrics.
No aggregation or visibility by client or household, or across managed and broker/dealer assets.
Source data issues resulted in errors, delays, inconsistency and correspondingly reliability issues
New reporting technology must integrate fully and cleanly with substantial existing proprietary data infrastructure and Refinitiv Lipper fund data
EasyAUM delivers tailored software solutions for investment management, simplifying complex processes with advanced technology and expert service.
