Key Digital Reporting Benefits
Cross-asset coverage
Create reports for custody, accounting, securities lending, Foreign Exchange, transfer agency, investment operations services and alternative investments.
Comprehensive library
Library of report types, categorized for quick navigation.
Customized reports
Create customized reports from templates or from scratch with an extensive list of data fields.
Scheduling available
Schedule single or multiple reports to come when and how you want. By email, secure link or SFTP.
Digital Reporting Capabilities
Flexible Delivery
Choose how you receive reports in multiple formats, including PDF, HTML, XLS or CSV. Reports are available online or delivered to your e-mail, local PC, file server or printer.
Customize reports
You can select from over 10,000 available data elements to quickly create your own reports. Reports that will perform complex calculations and group data together however you want.
Query management
Benefit from instant access to key data such as top holdings, security exposure or cash balances without the need to run a full report.
Language options
Multilingual functionality – English (U.S.), Chinese (Traditional), Chinese (Simplified), Spanish, German, and Swiss German.
More products in Post Trade
Optimize how you use and extract data with flexible channel connectivity
POST TRADE
Optimize
Available on the J.P. Morgan Markets Platform and through a multitude of additional channels to suit your needs.
