When financial markets implode, for better or worse, clients become eager to know how their funds are performing. Consequently, many client associates experience a booming inflow of emails from customers, requesting the most recent monthly report, a fund manager’s commentary, or other fund documents.
Servicing clients manually through email takes time and resources. In order to create a leaner process, Wava Bodin, a former BlackRock Sales Associate, is developing a digital platform for fund reporting entitled Fundrella, which is set for launch in September.
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