BOSTON, March 15, 2013 /PRNewswire/ – eReportal, client communications platform, provider, Varden Technologies announces the completion of its new headquarter at 77 Franklin Street, the original site of the former Columbian National Life Insurance Company.
Varden is a financial technology firm with two divisions: proprietary software and technology consulting services. The company enters its fifteenth year with continued growth and over 100 investment firms who deploy its auditable and workflow-driven client communications platform, eReportal.
Perry Harris, President, shares, “Our significant investments in infrastructure and human capital communicate our readiness for Varden’s next-stage of growth. We think we are well positioned in our niche and prepared for significant growth going forward.”
Minh Nguyen, Director of Relationships, adds, “Along with on-boarding an additional $320Bil in combined institutional assets under our platform’s reporting mandate, we recently earned several unique relationships, including a financial advisory portal and reporting automation to a major broker-dealer. Infrastructure growth, just like human capital, allows us to better serve and comfortably anticipate growth as we expand from our established buy-side footprint into the broader financial services sector.”
eReportal is an auditable, workflow-driven, client communications platform. It provides end-to-end production, automation, management, and publication of external communications – from statements, pitchbooks, to client reviews. Facilitating collaboration across enterprise groups, from client services, client reporting, marketing/sales, to portfolio management, eReportal’s functional layers include: sourced data and third-party content aggregator, optional data mart, vector-based charting/template designer, data-driven PowerPoint®, workflow, commentary writer, client portal, data validator, third-platform publication (tablet and mobile), as well as an on-demand reporting and content assembly platform. For greater ROI, eReportal’s deployment for client reporting can expand to metric-driven client servicing operations. The platform’s internal and external portal technologies, as well as operational recon and workflow facilities can be configured to meet internal and contractual service level agreements on how clients can self-service and be serviced.
Varden Technologies was established in 1999. The firm provides data integration and implementation services of leading portfolio accounting, performance attribution, trading, and compliance platforms. Varden employees are investment technologists who know the data content as well as the business. Varden’s proprietary client reporting software division is staffed by former product managers, who built globally recognized systems, and leading industry practitioners, who led large client reporting teams and strategies.
Summary sheets of Varden products: www.ClientReportingSystem.com
Marketing and Operations
77 Franklin Street
Boston, MA 02110
617.482.5902 ext. 306