Pitney Bowes Group 1 Software


High-Value Reports

Give top clients the value-added reports they deserve.

It is difficult to replace a multi-million dollar account. But companies that produce static, out-dated, poorly formatted investment reports are simply inviting their high net worth customers to walk out the door. In many cases, the client report is the only tangible deliverable of the investor’s relationship with your firm.

Today’s flexible document composition tools combined with multi-channel presentment options make it easy for you to give preferential treatment to your most valued accounts.

The impact and access needed to increase your share of wallet.

Pitney Bowes Group 1 Software allows you to access and integrate data from multiple systems, so you can create value-added reports that highlight historical performance and provide personalized investment advice that can increase returns. You can segment your customer base on multiple attributes, and decide who receives custom reporting, highlight color or full color reports. To meet the needs of your highly-mobile clients, you can get reports to the mailbox quickly — and to a secure web site even quicker.

  • Attract new clients
  • High net-worth clients and institutional investors
  • Avoid delays associated with outsourcing
  • Strengthen customer relationships
  • Customize institutional reports for each corporate, government or municipalities needs

Take advantage of our Document Composition solutions today and take your communications to a new level of performance.

Contact Information

Phone: 800.368.5806

Email: info@g1.com