Fund managers looking to derive quick and meaningful adviser insights are choosing Calastone Wrap Reporting because of its reliable and secure data feed that delivers adviser reports directly into their back office system.
Through Calastone Wrap Reporting, fund managers are spending less time, incurring less risk and no longer manually integrating wrap reports from different platforms. This is allowing them to spend more time to better understand and manage the behaviours and events that trigger fund flows, while optimising their adviser relationships and service levels
How does it work?
Calastone Wrap Reporting automatically reformats and sends fund managers platform reports as soon as they are issued through a robust and highly secure connection.
By receiving all the reports in one standardised flat file format, fund managers can more easily integrate platform data into their system and spend more time deriving insights from the data.
Find out more quickly in our webinar
Our short 15 minute webinar tells you all you need to know about Calastone Wrap Reporting and how it can give you more time to analyse adviser activity data and work with your advisers to maximise fund sales.