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How it Works
  • Is your client reporting system as basic as MS Excel spreadsheets merged with MS Word reporting templates?  No problem.  You don't need a sophisticated back office system to get started with Data Exchange. 

  • Are you looking for more than just a better way to distribute client reports?  Are your investors demanding more transparency, more frequent and timely reporting, and an overall improvement to your back office infrastructure?  Find out about SunGard Investran, the back office portfolio management and partnership accounting system that integrates with Data Exchange.