Multi Channel Reporting

The client is always looking for excellent performance from his investments and a high quality of advice. Continuous, professional reporting is therefore an indispensable component. With the ITREXS³ Multi Channel Reporting (MCR) product, the business partner has a modern reporting instrument available at a level not previously attained in the market. The depth of detail of the reports is at a professional level and is full configurable. For the adviser, the report is a heavy-weight competence tool.

ITREXS³ MCR has a full range of communications options available, which are all completely automated. With a combination of push (post, email, fax) and pull technology (secure download from the web) all client preferences for this service can be fulfilled.

Wealth Manager Service

ITREXS³ FX Interface is part of the ITREXS³ application & business service providing concept (ASP+BSP). This means the reporting service can be provided to e.g. wealth managers as "outsourcing platform". The user is provided with daily reports and data as a download through the web. Reports on daily order volumes, income, future interest and amortisation events, winners and losers, cashflows, cash positions, asset allocation etc. are available for individual clients and client groups. Profit & loss accounts, commission accounting and further statistics are available for call-off, for motivation and business planning of the wealth manager.