2020 has seen a big increase in the provision of online services to clients so effective client reporting is more important than ever. In this webinar, FE fundinfo Training Consultant Jack Johnson takes you through some great tips and ideas to help make your client reporting more engaging and quicker to create.
Date: 8 December 2020
What will be covered:
• Creating personalised reports
• Understanding the different report templates available in FE Analytics
• Illustrating the impact of costs on client portfolios via Reduction in Yield
• Disclosing pre-sale (ex ante) charges on our Mifid II Calculator.
• How to communicate the impact of charges to clients in a straightforward and engaging manner”
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