Reporting and Information Delivery
With the increasing quantity of data, rapidly changing market conditions and evolving regulatory requirements, your ability to access, analyze and manage data quickly and efficiently has never been more important.
Reporting
Our reporting capabilities are delivered right to your screen to provide you with valuable and actionable investment information through our client Web portal, my.statestreet.com.
Receive your data when and how you need it — simplifying management of your reporting. With my.statestreet.com, you can customize your interactive view based on your reporting preferences, and generate online views and reports based on your individual specifications.
Examples of available reports include:
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Cash activity
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Dividend income
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Earned income
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Foreign exchange pending activity
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Holdings
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Income receivables/payables
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Multi-basis
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Net asset value
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Open receivables/payables
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Purchase and sales
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Realized/unrealized gain/loss
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Settlement activity
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Shareholder activity
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Working trial balance
Information Delivery
As new and emerging technologies continue to shape the way you work, you expect immediate access to news and account information, combined with robust technological capabilities to improve productivity and enable better decision-making — whether at your desk or on the go. State Street’s information delivery strategy includes deploying leading-edge technologies, standardizing processes and platforms, improving speed to market, and enhancing service delivery with real-time analytics and data.
State Street SpringboardSM
Our Springboard application, available now in the Apple® App Store, provides a single mobile platform for State Street clients to access key summarized and packaged information from State Street’s systems. Rather than simply repackage our Web-based information delivery platform for the mobile environment, Springboard represents the start of our next-generation of information delivery tools, focused on providing an information experience geared towards each individual user. The app enables users to view their entire investment portfolio at a glance, including risk-exposure analysis, net asset value (NAV) summaries and fund flows. Springboard also provides access to thought leadership pieces written by State Street’s senior managers and industry experts.
my.statestreet.com
With an ongoing commitment to advancing our technology capabilities and focus on the user experience, we continue to enhance our industry-leading information delivery platform. Intuitive solutions make navigation within my.statestreet.com across products such as custody, accounting, investment operations, fund administration, securities finance and investment analytics easy. With more than 20 investor services products supported, 3.75 million reports and queries per month, and multiple languages available as of June 30, 2012, my.statestreet.com’s full suite of tools helps you quickly understand what drives your results. To learn more about my.statestreet.com, view our demo video.