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InnoEra





The Automated Reporting Solution
RMerge




Generating merged reports and statements such as Investor Statements, Financials, Partner Reports, Company Fact Sheets, Dashboard, Tax Schedules, Attribution reports, Investor Presentations, etc. can be tedious and time-consuming process. Your business needs an efficient reporting solution that saves time and resources, while fulfilling the unique reporting needs of your dynamic and demanding business environment.





rMerge is an advanced software solution that helps you automate your business reporting processes to save your most valuable resource - time. It is a seamless and state-of-the-art solution taking you through report generation to distribution in one simple and streamlined process.

rMerge automates all your manual reporting processes with great accuracy and consistency, while eliminating human limitations and also the risk of human error. One of the most popular features of rMerge is the Batch Process that enables the generation of Statements for all Investors / Funds in a single step.

Clients using rMerge have saved an average of 60-80% of the time over manual processes in the generation of their correspondence needs.


Highlights


Highlights
  • Automate creation of quarterly financial statements by fund and Investor
  • Compile a statement from multiple file sources (report files, PDF, MS Excel, MS Word, Pictures) in a batch process
  • Professional look with great consistency and accuracy
  • Secure statements with password and encryption
  • Personalize statements with watermark
  • Add bookmarks and table of contents to your Statements
  • Schedule the Batch Process as per your convenience
  • Manage your correspondence history in a centralized location for easy audits
  • View memorized reports and select the desired format with the click of a button
  • Supports Crystal Reports, Reporting Services, Access, Excel and other report design software




About InnoEra

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Contact us

InnoEra Inc.
44 Mall Road, Suite G-18
Burlington, MA 01803
Tel: (781) 365-1462

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