Richelieu Gestion is an independent portfolio management company that handles 452 million euros in assets across 8 funds and 28 share classes. They generate 50 reports in two languages using 11 different templates through 5 workflows. They work with 6 management profiles and partner with 200 savings professionals and 24 insurance companies.
To personalize and differentiate their performance reports for their funds, Richelieu Gestion sought a solution like NeoXam Impress. This solution allowed them to visualize and extract data from their systems and streamline manual tasks such as copying comments into presentations, combining PDFs, and uploading them to their website. By implementing NeoXam Impress, Richelieu Gestion was able to meet these challenges effectively. This resulted in producing high-quality reports while optimizing their report generation process.
Why NeoXam Impress?
- Ease of creating customizable reports without technical assistance
- Efficient processing and analysis of large financial data sets
- High-level security for sensitive financial and customer data
« Although I am not a developer, NeoXam's Impress has allowed me to become completely autonomous in creating our monthly reports, saving me time and efficiency. The simplicity of the customizable templating is incredible and allows me to easily customize our reports according to our needs, such as fund launches or ESG labeling. Thanks to Impress, I have provided high-quality reports to our clients while strengthening our collaboration with the management and risk teams. »