Michael Evans, Senior Direct Sales Specialist - Lars Frantzen, Customer Success Manager
To remain competitive, today’s asset managers must constantly reassess and adjust their portfolios. This means sharing out comprehensive-yet-understandable reports.
Join us as we walk through best practices in generating customised reports. In this webinar, we’ll review how to:
- Build custom collateral for internal and external distribution
- Automate reports for recurring analyses
- Generate side-by-side comparisons