Building Stronger Investment Recommendations: Creating Custom Reports

Presented by

Michael Evans, Senior Direct Sales Specialist - Lars Frantzen, Customer Success Manager

About this talk

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

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