Our Work

Designing a World Class Client Report Package

 When switching report creation tools, a typical end-client will rebrand and update the look and feel of their reports. A determination needs to be made on which legacy reports should be reproduced and which legacy reports should be removed. Each investment manager has unique requirements. As such, a flexible, easily modifiable report packaging tool is critical to the success of the Investment Management Services division.  Meradia was retained to facilitate the design and creation of a world-class, end-client reporting platform able to meet the ever-changing needs of their diverse clients.

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