Email Reporting for Investors (ERI)

Advent’s report distribution tool, Email Reporting for Investors (ERI) automates the distribution of your Advent Portfolio Exchange® reports by electronic mail.

Key benefits of ERI include:

• Create scripts for distribution of email with attached files created from reports
• Create message contents in text or html format with data calculated by reports
• Run batch email distribution scripts scheduled or on command
• Further automate your end of period reporting processes

Increase Productivity and Customer Service

With ERI, you can automate delivery of reports to your clients at any given time (ad hoc, weekly, monthly, and quarterly) and dramatically increase employee productivity every day. You can also easily create customized and standard reports in Advent Portfolio Exchange® without the assistance of valuable IT involvement, thus reducing costs and increasing client satisfaction.

(Available only in Europe, Middle East & Africa)