Consistency Across Platforms with Digital and Physical Reporting
Our client reporting application seamlessly integrates automation with a bespoke design tailored to your brand. Personalised content meets the needs of every client, and when combined with the self-service Client Portal, provides autonomy with options to export reports in both PDF and Excel formats. Features include scheduled report runs, bulk reporting, secure sharing via the Client Portal, Docusign integration, tracking of reports read, and workflow management.
Detailed investment data, combined with the flexibility to add external sources like sustainability metrics or benchmarks, ensures a comprehensive view. All reports are automatically saved to your Office 365 Sharepoint, enhancing efficiency and reducing operational costs. Our solution harmonizes your physical and digital report outputs for consistent branding across platforms. Report across multiple wrappers for both individual clients and household groups.
Report types include valuations, performance, rebalance and MiFID II charges disclosures and fund switches.
3 Steps to Break Free from Complexity and Excel
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Facts & Figures
Why Choose Contengo
Experience
We have been working in this industry for over 13 years and have delivered award winning products. Our combination of technical expertise and understanding of business has been called out and highly praised on multiple occasions.
Trust
Over 8,000 users log in to Contengo systems, overseeing £19bn in assets, with 650 provider firms accessing Contengo portals regularly. This has all been achieved in just three years because we have delivered on our promises and engendered the trust of our customers.
Our Promise
We guarantee working with Contengo will reap results for your business; we take full responsibility for leaving you with a working system. We will always work in the best interests of our customers.
