If you’re like many firms, your top client services staff spends days or weeks pulling together all of the information to assemble a client presentation – current assets and liabilities, performance, and transaction details for each client. Then they spend even more time formatting it in a presentation.

Time spent creating high quality and accurate client presentations is time not spent in front of existing and new clients building and strengthening relationships and increasing sales.

The XiDocs Client Reporting solution gives your team the tools they need to quickly prepare even the most sophisticated and customized client presentations, while still giving you the control you need to manage your message, brand, standards for client communications, and compliance. XiDocs automates the assembly of the presentation using your content, data, branding, and rules, producing finished PowerPoint or PDF output.

The case study below describes just one instance of how we have been able to help a Private Wealth Management division achieve remarkable results with our client reporting software.

Below is a diagram that depicts the workflow for our client reporting software.