Institutionalization of the alternatives industry has resulted in increased demand for reporting by all stakeholders; managers, investors, regulators and other counterparts. Demand has come in the form of expanded scope, depth and timeliness. FM3 features hundreds of reports including portfolio, accounting, investor, risk, performance, compliance, executive and client custom reporting. Reporting is available in a variety of formats including PDF, SSRS and Excel reports, slice and dice UltraGrid reports, interactive and magazine style mobile apps and dashboards.
FM3 boasts robust report dissemination tools including: InvestorWeb portal, FM3 Dashboard, automated report distribution, delivery confirmation tracking, custom ad-hoc data extracts and data synchronization with third party reporting applications.