Key Features & Benefits
Client reporting through Data Exchange not only streamlines your client reporting workflow, but it also offers your clients a whole slew of benefits, too.
- Satisfies client demand for electronic, secure access to information
- Reduces time-consuming research for client information requests
- Reduces or eliminates the cost of printing and distributing paper-based reports
- Instills confidence as it is developed and hosted by SunGard, the Alternative Assets market leader for software and technology services
- Enables fund managers to earn credibility and goodwill from clients, as the system is elegant, secure, and accessed by more than 25,000 industry participants
- Makes communication from investors to fund managers easy, as Data Exchange is a gateway to over 100 private equity, real estate, and hedge fund managers
| Key Features |
Data Exchange |
Data Exchange with Investran |
| Folder and Document Level Security |
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| Digital Rights Management |
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| Watermarking |
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| Website Private Labeling |
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| File Parsing |
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| Customizable Email Notifications |
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| Workflow based Document Publishing |
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| Automated Index Creation |
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| Batch File Uploading and Downloading |
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| Audit Reporting by Document and by User |
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| Customizable Reporting with Crystal and MS Office |
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| Real-Time Reporting from Back Office System |
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| Web Portal eForms and Workflow Solutions |
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