sitePilot Performance Manager

Automatic Reporting. Automatic Results.

Updating performance data can be a time-consuming and costly task, especially for Financial Services and Fund Companies. It no longer needs to be.

sitePilot PM is a one-stop facility for posting your data online. It allows you to automatically generate professional-looking charts and tables in your website, email broadcasts, and performance documents.

As it significantly reduces the administrative workload of performance reporting, sitePilot PM is an ideal tool for companies looking to save time and money. What’s more, because sitePilot PM connects directly with your database, it eliminates the opportunity for human error, thus allowing you to report data in a more accurate and timely matter.

This is how it works. sitePilot PM will generate performance charts and tables for every fund based on data it extracts from a central database. Then, it automatically publishes them live to your website, email broadcasts, and performance documents. Flexible by design, sitePilot PM allows you to select the date range, chart type and can be deployed across multiple languages where required.   

You can also take advantage of sitePilot PM to enhance the look and feel of your performance documents and email broadcasts. Using a professionally-designed template that adheres to your corporate identity, sitePilot PM will create performance documents that seamlessly integrate automated charts and graphs, as well as any relevant market commentary from your company website.

sitePilot PM is the ultimate real-time reporting tool. There’s nothing else quite like it.

To learn more about sitePilot PM, please contact us by calling 416-597-6849 or email contact@shrinkingplanet.com.