Scheduler

The Scheduler tool is another valuable part of the Effi platform that saves time by fully automating the creation and distribution of periodic alerts, reports and statements. Scheduler automates the creation and distribution of critical information, such as:

Fixed income exposure reports
Shock analysis
Credit quality and recent events

The Effi Scheduler can make a major difference by providing more proactive communications and helping enhance customer relationships.

Get more information about Effi and our other portfolio analytic tools:

Analytics & Reporting
Alerts
Proposals
Correspondence