Fund managers can now maximise their business development opportunities by fine-tuning their investor targeting and providing more support to advisers.
You can also make more informed product decisions based on your funds' performance and trends. This helps you stay ahead and strengthen your comprehensiveness in an increasingly challenging market.
Webinar - Join our short 15 minute webinar - Wrap Reporting made easy to find out how Calastone Wrap Reporting can give you more time to analyse adviser activity data and work with your advisers to optimise fund sales. Use the form on the right to register for our short 15 minute webinar - Wrap Reporting made easy.
To get a full overview of the new Wrap Reporting solution, please visit our website: https://www2.calastone.com/wrapreporting