SS&C Vision FI
A flexible, end-to-end reporting solution, SS&C Vision FI enables the efficient creation, customization, and delivery of individualized client-facing reports. With seamless support for both print and digital formats, Vision FI empowers teams to produce visually engaging, highly tailored content that meets each client’s exact needs.
WHY SS&C VISION FI
With Vision FI, you can deliver personalized client stories through their preferred channels, producing high-quality, customized communications faster and with greater efficiency, freeing your team to focus on value-added work.
Data Integration
Aggregate data seamlessly and comprehensively from various systems, including accounting and risk analytics, through a system-agnostic approach. Eliminate the need to repetitively extract, transform and load/reload data.
Agile Design and Production
Use a drag-and-drop browser interface to quickly create customized reports, cutting production time from hours to minutes. Leverage pre-built templates or design from scratch to meet specific requirements easily.
Multi-channel Distribution
Deliver communications via clients' preferred channels—print, email, or web portal—with flexible CRM and CMS integration for a seamless experience. Access usage metrics to gauge client engagement.
Workflow Management
Automate validation, and streamline approval and other workflows with full audit trails at every stage for compliance and quality assurance. Surface risk, data, and processing issues clearly via custom-tailored checks. Utilize feedback to improve efficiency in the next reporting cycle.
Interactive Web Portal
Offer secure, on-demand access to reports and dashboards through an interactive portal, with support for third-party tools like chat, video, and market data widgets.