Save time and minimize errors by automating data organized by accounts, products, assets and shares, and tax jurisdictions. This solution makes global and state tax reporting simple and efficient.
Our eight-part service provides detailed, customized market data and business insights on institutional assets through interactive dashboards, benchmarking reports and industry analysis.
Cost-effective services make user-friendly electronic proxy documents available to shareholders in an environment designed to better-communicate your messaging and support your company's brand.
Deliver key information about priority issues including ESG and board diversity in a flexible online environment. Our platform helps you easily and cost-effectively present key information so it will have the greatest impact. Embedded videos and graphics, customized landing pages, and flexible navigation enhance your message.
Revport makes it easy to assign and calculate a wide range of distribution payouts and fees, such as management fees, agent rebates, sub-advisor payouts, or revenue sharing.
Mitigate risk, respond to volatility and control market exposures in real time across portfolios and in all asset classes, including equity, fixed income, credit, foreign exchange, commodities and derivatives.