This solution is designed to efficiently create investment advisory reports for pension fund managers. Reports are produced by using data from T-STAR/GX - NRI's data warehousing solution for asset management firms - including performance data, market data, and fund managers' commentary.

*For your business in Japan.

• Overview
• Features
• How it works

Overview

T-STAR/ReportAssist/Investment Advisory allows clients to create reports for their investment advisory business. Using the solution, firms can quickly edit and customize reports, dramatically reducing their operational burden.

Clients

asset managers, trust banks, sponsors

Features

Abundance of reporting layout features

The service includes numerous features necessary for creating standard and fully-customized reports that were developed through NRI's analysis of 350 types of reports.

Highly customizable layouts

Although the solution provides standard reports, clients can create customized reports by simply dragging and dropping the necessary modules from the provided extensive list.

Web-based interface

There is no need to install software at client sites, as the service can be used via an Internet browser.

ASP service managed in NRI's data centers

Data, definitions, and final reports can be stored on NRI's servers, allowing clients to continue working on documents even if they experience system disruptions or unforeseen disasters.

How it works

• Drag and drop the desired modules from the extensive list provided by NRI, then set the extraction criteria and create your report.
• The solution also includes functions that enable the results of calculations and data processes to be included in the report.
• Final output can be generated in a short amount of time.
• Reports can be customized to meet client specifications.

• Case 1
  Creating reports is time consuming and takes resources away from a company's core business processes, such as managing assets and client services
  NRI's solution allows clients to shift resources to more strategic operations by eliminating the burden of and dramatically simplifying the report creation process.
• Case 2
  Difficult to transfer operations due to the large amount of Excel EUC macros and manual operations
  By eliminating the need to use Excel EUC macros, T-STAR/ReportAssist/Investment Advisory makes creating reports easier and more efficient. NRI also provides a complete user manual for clients on report creation.
• Case 3
  Need to accurately and rapidly handle clients' requests, such as report format improvements and revisions
  With NRI's service, users can accurately and rapidly respond to client's reporting requests, with minimal operational burden because there is no need to use Excel EUC macros to create reports.
• Case 4
  Need to ensure continuity of reporting operations through system failures or disasters
  As the T-STAR/ReportAssist/Investment Advisory solution is hosted in NRI data centers, all data, definitions and final reports are stored in secure servers at these locations. Clients are provided with a layer of assurance against system disruptions and various disasters, as the data is not stored on individual employees' computers and the service can be accessed from a client's remote BCP location.

*T-STAR/ReportAssist is a registered trademark of Nomura Research Institute, Ltd.
*Unauthorized reproduction or copying of any of the contents of this page is prohibited.
*The contents of this page are current as of April 2023. The specifications and prices of products and services are subject to change without notice. Offers and sales of these products and services are subject to cancellation without notice.