Personal wealth management requires first-rate customer relationship management, including high quality and immediately available performance reports. Inscape needed to improve both the speed and availability of client portfolio performance reports. They also needed to create reports that were "state-of-the-art" in terms of readability and use of graphics and color for performance charts and graphs.

THE AXIAL SOLUTION HIGHLIGHTS:

• The Axial Solution created a totally automated process to generate high quality, visually attractive PDF reports that allow clients to access detailed online reports with text and graphics illustrating their investment performance.
• The solution added immeasurable value for the client relationship due to the much-improved reporting capabilities.
• The solution saved time by automating a process that previously required significant manual effort.
• Three full-time people were freed from the manual (and tedious) process of creating these reports to do more valuable work.
• The solution provides output for printed reports as well as PDFs for online access.