Menu of Services Offered

We offer variable performance reporting services that range from automated generation of monthly historical performance, sales and educational performance illustration tools, to compliance reports. Here's some of the services we have provided (but let us know what you would like to have):
Automated Monthly Reports 
Formatted historical fund performance in a variety of formats (PDF, Excel, Word, etc), including graphics suitable for publishing or downloading and emailing.
Customer historic performance illustration mail stuffers
Data feeds for other systems such as website illustrations or telephone voice response systems
Spreadsheets to audit performance calculations
Reports, notices, or links emailed early morning 1st business day of each month to the distribution list you define.
New products, fund changes implemented quickly and painlessly 
Web-based Sales Tools
Custom web-tools seamlessly integrated into your website.
We can collaborate with your internal web developers based on your preferences 
Tools for sales presentations, customer/agent education, or suitability 
Tools hosted and maintained on our dedicated, secure, web servers managed by 
Compliance Reports
Calculations for SEC filings
Suitability tools
Disclosure and disclaimer documents
Adhoc Requests
Data for "Requests for Proposal" or other sales presentation needs.
Provide calculations for historical performance surveys or ad copy.
Test alternative product designs on historic performance results.
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