Case Study

Major Asset Manager Advances Client Communications

Firm transitions report production from manual and cumbersome to automated and flexible with Vision FI.

Developing and distributing compelling, timely and specific reporting and communications to your investment clients in an efficient, flexible and scalable way is possible. In this case study, read how a Fortune 500 financial services firm used SS&C Vision FI to transform collateral production from heavily manual, time-consuming and cumbersome to an automated, faster and more flexible process.

Vision FI’s unique data acquisition model, intuitive and powerful designer interfaces and various other features are now used to create and deliver high-quality reports and collateral for the firm’s partners, distributors and more than 2 million clients.