What are the different stages of a Client Reporting cycle ?

Client reporting follow different stages of a cycle process, shown in the diagram below:

Example : An portfolio manager can log into the Client Reporting system and order a report on a weekly basis, in PDF format, and have it sent automatically to the client in his secure mailbox.

Our Clients

Here are some of the clients that have chosen to trust us :

  • Deutsche Bank

    Deutsche Bank

  • Société Générale

    Société Générale

  • Banque cantonale de Fribourg

    Banque cantonale de Fribourg

  • BNP Paribas

    BNP Paribas

  • 1
  • 2
  • 3
  • 4
  • 5

ReportingSoft is primarily a global presence, the employees of which are recognized for their expertise, mutually enriching their business and technology skills. In all their actions, they carry with them the group's core values​​: responsiveness, commitment, professionalism and performance. For ReportingSoft, the success of a project requires not only skills but also strong common values.