Performance reporting distribution to clients

Purpose

1. Automate the creation, customization, and distribution of regular performance reports to investment clients, ensuring timely, accurate, and compliant communication that enhances client trust and operational efficiency.

2. Streamline repetitive data consolidation, report generation, approval, and dispatch tasks; automatically merge data from various sources such as portfolio management, market feeds, compliance records, and CRM.

3. Automate multi-format delivery (PDF, Excel, HTML, interactive dashboard links) via multiple channels (email, client portal, SMS, cloud links) based on client preferences and schedules, reducing manual intervention and error.

Trigger Conditions

1. Scheduled intervals (e.g., monthly, quarterly), such as automatedly running on the last business day of each period.

2. Completion of portfolio valuation or reconciliation cycles.

3. Approval of draft report by a compliance officer or portfolio manager.

4. Triggered on-demand by client or manager via portal, email, or messaging command.

5. External data update detected (e.g., market close, benchmark index update).

Platform Variants

1. Microsoft Power BI

• Feature/Setting: Automate scheduled report export and distribution via Power BI REST API; configure ‘Export To File In Group’ API to export reports as PDF and trigger email to clients using Power Automate.
  

2. Salesforce

• Feature/Setting: Automate report generation in Salesforce Reports/Analytics and distribution via Scheduled Reports and Process Builder flow to email clients on a schedule.
  

3. Google Sheets

• Feature/Setting: Automate pulling live portfolio data via Google Apps Script, generate custom reports, and send emails using MailApp.sendEmail.
  

4. Tableau

• Feature/Setting: Use Tableau Server REST API’s ‘Get View Image’ and ‘Email Subscriptions’ to automate periodic report snapshot email delivery.
  

5. Oracle NetSuite

• Feature/Setting: Automate SuiteAnalytics report scheduling and delivery via SuiteScript workflow to email or NetSuite Portal upload.
  

6. HubSpot

• Feature/Setting: Automate report sending with Workflow automation; use Reporting API for custom PDF attachments via email automation.
  

7. Adobe Sign

• Feature/Setting: Automate attaching e-signatures for report acknowledgements and sending via REST API endpoints.
  

8. AWS SES (Simple Email Service)

• Feature/Setting: Use SES API to automate email distribution of PDF/HTML performance reports with custom templates.
  

9. DocuSign

• Feature/Setting: Auto-send compliance report packets requiring digital signature using DocuSign API and track status for delivery confirmation.
  

10. Slack

• Feature/Setting: Automate alert message with report download link posted to secure client Slack channel via Slack API chat.postMessage.
  

11. SharePoint Online

• Feature/Setting: Automate storing reports in client access folders with scheduled notifications via Microsoft Graph API.
  

12. SendGrid

• Feature/Setting: Automate personalized bulk email distributions with attachments using SendGrid Mail Send API.
  

13. Box

• Feature/Setting: Automate file upload to Box Client Folders using Box API and send notification via webhook.
  

14. Dropbox

• Feature/Setting: Automate report upload to shared folders; notify users with Dropbox API create_shared_link and send email via preferred SMTP.
  

15. Zoho CRM

• Feature/Setting: Scheduled workflows using Zoho Deluge and Reports module to automate PDF report generation and email delivery.
  

16. Twilio

• Feature/Setting: Automate SMS notifications of report availability; configure Twilio Messaging API to send secure links to clients.
  

17. SFTP (Generic)

• Feature/Setting: Automate secure report transfer to client SFTP servers using SFTP upload scripts or SDKs in preferred programming language.
  

18. Monday.com

• Feature/Setting: Automated status updates for report creation and distribution using monday.com API and built-in automations.
  

19. Notion

• Feature/Setting: Automate insertion of new report summaries into client workspace/databases using Notion API, notify via integration.
  

20. Microsoft Teams

• Feature/Setting: Schedule automated report delivery into Teams channels with adaptive cards/attachments using Graph API and Teams bot.
  

Benefits

1. Automates end-to-end reporting, reducing turnaround time and manual effort.

2. Automatedly ensures compliance with SLA and regulatory distribution requirements.

3. Automation scales across thousands of clients, providing personalized and secure experience.

4. Centralized monitoring for all automated reporting flows for transparency and audit.

5. Automating eliminates human error, improves accuracy, and provides rapid delivery options tailored to client needs.