Northern Trust adds reporting system for investment consultants to Passport

Source: Northern Trust

Northern Trust announced today it has launched a customized reporting solution exclusively for investment consultants, seamlessly integrating client-specific reporting on Northern Trust's multi-faceted web portal, Passport, so that consultants are able to better serve our shared clients.

"This enhancement to Passport demonstrates Northern Trust's continued commitment to strengthen our relationships with the consultant community," said Robert Frazer, head of Global Consultant Relations for Northern Trust's Corporate & Institutional Services business. "The consultant's home page has been designed to reflect key information that consultants need to make informed decisions. The easy-to-use interface, available 24 hours a day, 365 days a year, provides more than 250 consultants worldwide with important decision-making information in an intuitive and easily customizable format."

Passport's entire library of standard and customized reporting is available to consultants to meet the unique needs of our clients. Client statements and reports can be scheduled to run automatically daily or monthly with the ability to create reports with as much or as little detail as needed. In addition, Passport offers ad-hoc queries and auto-scheduled data file downloads.

"We are gratified to be able to continue to invest and innovate to offer customized reporting solutions for a variety of user communities that ultimately results in improved service for our institutional clients," explained Geordan Capes, global head of Passport Product and Consulting.

 

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