Solutions Tailored To You

At Tandem Business Specialists, we know that no two companies are the same, and neither are their operational structures or portfolio management software requirements.

Custom Reporting

Beyond their standard sets of reports, Axys® and APX® are capable of customizable, flexible, and visually engaging reporting. Among the many reasons our clients have found custom reports to be valuable, two stand out:

  • Communicate more effectively with clients
  • Help traders, analysts, and other professionals in the office make better use of their time by accessing and viewing information in ways that are ideally suited to their needs

To unlock these capabilities, we leverage our associates’ programming expertise and knowledge of the available features and functions to develop reports, reporting packages, and efficient or fully automated reporting processes that meet the needs of both your clients and internal associates.

Service Highlights

  • Account Reconciliations
  • Advent® File Maintenance
  • Client Billing
  • Cost Basis Updates
  • Custom Reporting
  • Daily Downloads / Updates
  • Data Integrity Reviews and Corrections
  • Electronic Report Production
  • Manual Statement Entry
  • Performance Updates and Troubleshooting
  • Workflow Automation