Vizulate Information

Vizulate is a web based client reporting solution that has been designed specifically for client servicing and marketing teams. It puts the user in complete control, allowing them to quickly collate the relevant data and create superior reports, dashboards, pitch books and factsheets that can be distributed in a range of formats, such as PDF and Excel. Reports can easily be customised to cater for client-specific style or content and can be incorporated in to workflows to allow control points for validation check, the inclusion of commentary or report content sign-off. Workflow tools provide powerful control mechanisms to ensure reports & fact sheets have timely and accurate data & commentary prior to publication. Easy to implement, Vizulate also makes life easier for your IT function by occupying a zero footprint on the desktop and by being infinitely scalable on the server-side. By empowering users we make it easy to deploy new reports, while ensuring controls on data are maintained. Vizulate is an end-to-end reporting solution that reduces the time taken to create and deploy reports as part of an automated production workflow. Vizulate was formed to provide fast, scalable and automated client reporting solutions to a wide range of asset management firms: Institutional, Private Client, Retail, Hedge Funds, Mutual Funds, Insurance Firms and Banks.