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RIAs
On-Demand Client Performance Reporting
Complexity
High
Timeline
12-16 weeks
Outcomes
4+
Challenge
Time-consuming manual performance report creation for RIA clients using Excel, limiting frequency and creating inconsistent formatting.
Solution
Integrate portfolio reporting platform with Salesforce to enable on-demand performance report generation with client portal access and automated delivery.
Key Outcomes
- On-demand client report generation
- Client self-service portal access
- Consistent, branded report templates
- Automated quarterly delivery
Tags
performance-reportingclient-portalriasautomationintegration
Implementation Timeline
12-16 weeks
High Complexity