Reporting
Typical reports generated by Quartal FLOW:
Monthly, weekly and daily fund fact sheets
Institutional fund reporting
Internet and extranet reporting for funds
Quarterly, semi-annual and annual reports
Product prospectuses
Investment research documents
Portfolio reporting and legal reporting
GIPS reporting
Multi-channel needs in publishing and further processing: web, PDF, Word, Excel, XML, high-end printing
Why Quartal FLOW?
Client benefits
Substantial cost reductions through automation enabling more efficient use of resources
Reduced time to market with inbuilt distribution of content to web, email and network servers
Reusability of common content
Full compliance with the highest security and audit standards(GIPS, MiFID, etc)
Output in several formats and multiple languages from the same data source
Print house quality reports
Additional Information
End-to-end support throughout the fund reporting process
Quartal FLOW’s innovative architecture provides unparalleled freedom for clients to create what they want when they want it. The efficient workflows suit the needs of the fund reporting process and enables distributed input from multiple users, resulting in true end-to-end support.
Multi-region and multi-language support
Publishing the same report to multiple regions can pose legal issues but due to Quartal FLOW’s content object concept multiple disclaimers can be used for the same report content with the relevant disclaimer being used for the region it’s created for. Multiple languages are thoroughly supported through FLOW’s inbuilt dictionary and translation workflows which can be integrated with an external translation agency allowing you to expand your market reach quickly and easily. All major Western European languages are supported alongside Russian and Chinese.
Scalability
Quartal FLOW can scale from producing a handful of reports quarterly to producing thousands of reports daily in multiple languages which are then automatically sent to your clients or external partners.
Enterprise level security
Quartal FLOW is fully compliant with the stringent requirements of the Fund industry and therefore includes a full audit trail, extensive user and role level security control and a comprehensive version history.
Seamless data integration
Quartal FLOW enables easy integration with varied data sources including data warehouses, databases, Excel and XML feeds. Centrally managed templates define how this information should appear in your publications.
Integration of existing reports
Quartal FLOW enables the integration of existing data and reports and thus a quick return on your investment.
Powerful charting & images engine
High quality graphics in all standard formats present financial information. The image support feature adds further fund awards easily and enables the changing of a fund logo if required. This systematic approach of separating content from image eliminates the problems caused by multiple media breaks. Thereby it reduces both the risk of errors and time-to-market.
Customer Quote
The integration of Quartal FLOW at AmpegaGerling was a complete success for us.
The concept of the reusability of reporting objects as well as the implemented concept of reporting workflow automation increased efficiency substantially.
The reporting production cycle was reduced remarkably, especially where manual data entry is needed.
Mr. Jürgen Wrobbel
Executive Director
AmpegaGerling Investment Ltd.
