Research reports are produced by a variety of sources, ranging from market research firms to in-house departments at large organizations. But, in the investment industry, the term usually refers to “sell side” research, or investment research. Such research is distributed to the institutional and retail clients of the brokerage that produces it. Research produced by the “buy side,” which includes pension funds, mutual funds and portfolio managers, is usually for internal use only and is not distributed to external parties. And requires longer time and intensive process if done manually like the old ways but program software provided by Solutions Company. Now, computers are doing the bloody tasks for your managers.
This is a document prepared by a professional investment accountant who is a part of the investment research team in a stock brokerage or investment bank. A research report may focus on a specific stock or industry sector, a currency, commodity or fixed-income instrument, or even on a geographic region or country. Research reports generally, but not always, have “attainable” recommendations.
You can prepare reports easily, timely and automatically with less error. You can personalize the design, schedule prints, and produce brochure-quality report books that can be sent to your stakeholders in multiple output formats and through different distribution channels – even mobile devices by the use of an investment reporting software.
Investment reporting software benefits you from the following:
- Efficient data sourcing and management
- Automates your business-critical processes
- Aids layout design and maintenance by non-technically inclined users
- Enables you to personalize, produce, and distribute professionally visualized reports
- Provides client online access to valuations and report books
- Includes multiple languages, formats, and delivery mechanisms
- Reduced implementation time with quick-start implementation packages
Investment reporting software or report manager provides ease in your business needs. Automated workflow reduces the risk of human error by implementing a controlled process that is incorporated with an automated data validation system. And if you prefer a more hands-on approach with customized quality gates, reporting software give you the option to specify workflows down to individual report element. With this features you can benefit from investment reporting software, your business strategic planning is at its best.