For asset management firms, the process of publishing, collating, and delivering statements for clients and third parties is complex, labor-intensive, time-consuming, and prone to human error. A typical asset management firm spends nearly 6 to 8 weeks to complete a quarter-end reporting cycle.
By automating this process through Satuit, you can save countless hours of manual work, minimize human error, and deliver a client experience that is much neater and more professional.
Basic Steps to Create a Package
Below are the 4 basic steps for using SatuitPAC®:
- Add reporting content to the Content Library
- Setup Package Template
- Create package records
- Generate client reports