According to a press release the enhancement integrates client-specific reporting on Northern Trust’s web portal, Passport, so that consultants are able to better serve shared clients.
Passport’s entire library of standard and customized reporting is available to consultants, according to Northern Trust. Client statements and reports can be scheduled to run automatically daily or monthly with the ability to create reports with as much or as little detail as needed, according to the firm. In addition, Passport offers ad-hoc queries and auto-scheduled data file downloads.
“This enhancement to Passport demonstrates Northern Trust’s continued commitment to strengthen our relationships with the consultant community,” said Robert Frazer, head of Global Consultant Relations for Northern Trust’s Corporate & Institutional Services business. “The consultant’s home page has been designed to reflect key information that consultants need to make informed decisions. The easy-to-use interface, available 24 hours a day, 365 days a year, provides more than 250 consultants worldwide with important decision-making information in an intuitive and easily customizable format.”