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As seen in Family Wealth Report: Evolving Client Reporting In An Information Age

When provided with simpler access to robust data and tools to render information in multiple formats, managers are empowered to provide information relevant to their clients in new and traditional ways.

Leaving printed reports behind: new tools for sharing information and gaining insight

Just because reporting has been around for a long time doesn’t mean it isn’t still evolving. With new ways of accessing information, illustrating it through interactive graphs, and effortlessly delivering reports as virtual documents, managers can turn information into insights for themselves and their clients.

 

Archer Offers Data Mart Accessibility to Asset Managers

API-ready data access improves flexibility and reduces the need for costly data warehouse