Lync.NET, the leading provider of content preparation and client distribution technology, offers design and development of ClearView Reports. ClearView allows wealth managers to communicate pertinent information to investors, including portfolio returns, allocations, long-term goals and industry analytics, all in one consolidated statement with a professional appearance.
Through ClearView Customized Client Reports, Lync experts work with wealth managers to define easy-to-read graphical reports that reinforce the style each firm has worked so hard to create. Then Lync develops custom graphical reports that consolidate data from multiple sources such as legacy systems, charts and graphs from spreadsheets, or accounting systems. The reports are easily integrated into PackMan so they will be included in period-end report packages. .Investors receive clear, concise reports that assist in making informed decisions about market and investment trends.
With over 160 customers and a 97% customer satisfaction rate, Lync has perfected its approach to delivering projects on-time, on-budget and with no surprises. Lync’a approach is based on a fixed price model so that customers can accurately budget and ensure project success. The process is based on leveraging the customer team’s vision combined with Lync industry experience, project management and technology skills to deliver cost-effective quality reports. Our methodology is segmented into four phases: Scope, Design, Development and Rollout. Lync.NET ensures customer satisfaction through a process that ensures predictable, repeatable and quality results.
“To revamp our period-end client's reports, we looked at many options. We chose Lync because of the expertise and the power of PackMan and the ClearView services. Lync designed and implemented a solution that exceeded our expectations in quality service and cost. I believe we now have one of the best and easiest-to-produce reporting packages in the industry: “ Eric Godes, Managing Director, Kobren Insight Management.
