Quality management for growth & scaling in finance and investment

Client report check log

Before a batch of client reports is released, the reporting lead gets a log, report by report, of household membership, periods, totals against the custodian statements, fee figures and missing sections, with every difference marked for correction. Nothing is released or sent.

Starts it

Reporting lead

Brings

export, notes, document

Gets

5 outputs

• Analytics and reporting
• Quality management (filtered by)
• Finance and investment (filtered by)