Rapid Solutions Group is a leading provider of business communications. From variable data publishing to POD to Web delivery, we offer state-of-the-art technologies to customize and personalize mission-critical customer communications.

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Rapid Portfolio™

High Quality Reports for High Net Worth Customers

Customized four-color portfolio summaries for mass affluent investors

Developing and maintaining loyal and trusting relationships with your most profitable clients is critical. Special treatment is needed because wealthy investors represent significant assets under management for you. Such premier investors demand extreme customer service with personal attributes, plus immediate access to concise, informative content. Rapid Portfolio provides you with asset retention, growth and, most importantly, client loyalty.

Rapid Portfolio transforms a transaction document into a marketing communications tool. Personalize the cover letter … add in the financial advisor’s photo, signature and contact information … incorporate easy navigation tools … and your documents become one-to-one marketing vehicles. The final presentation, printed-on-demand and perfectly bound into booklets, gives your clients valuable investment information to positively enhance your company’s image.

Rapid Portfolio shows your clients that you value their investment business because you provide high-impact, full-color, custom bound booklets summarizing their portfolio performance. Our solution allows you to more effectively communicate to your valued clients through charts, graphs and special marketing messages.

Rapid Portfolio can significantly reduce the processing times and potential for error associated with producing such complicated reports in-house. We will print, finish and deliver your clients’ periodic portfolio summaries faster than anyone in the industry.

We combine award-winning design with safe and stable technology to optimize all of your customer communications. You’re able to put special emphasis on communications with your most sophisticated clients, building a lasting connection with each investor.