The number and variety of information requests rises each year as existing & potential partners require more information and regulators impose increasing compliance and investment monitoring reporting.
I order to meet the need for extensive enquiries and reports AFL have set out to dramatically improve the efficiency of constructing enquiries and reports so that management information is a free by-product of processing the funds transactions. Our portfolio analyser opens a panoramic window onto the data, including the user data fields' set up by each customer to meet their specific reporting requirements.
Where AFL is replacing MS Excel as a reporting vehicle we can achieve considerable improvement in the efficiency and timeliness of report production. Our report generators are easy to use so that non-specialist staff can set up enquiries and reports with both numeric and graphical output. AFL's efficient reporting capability includes all modules including, portfolio & fund administration and accounting, investment monitoring, valuations, performance measures (e.g. IRR's), invoicing and debtors, marketing and CRM.
Reports can be output in many different formats and delivered via the WEB.