CCM Standard
The Standard module enables the creation of client reports with pre-defined content, such as transaction advices & portfolio statements.
Key features
- Standard customer correspondence and documents such as advices, transactions, portfolio statements, etc.
- Complete document production processes such as sorting, aggregation and dispatch to systems within the Avaloq Ecosystem.
- Easy-to-use interface and functionality and re-use document components such as legal texts, header and footers with a clear separation of layout and content.
- Business teams can independently create and maintain document templates without IT dependency.
![](https://www.avaloq.com/_Resources/Persistent/5/4/f/c/54fcbcaab7112009741bd81c7a61e14aa3f31b8a/avaloq-marketplace-ccm-interactive-images1.png)
Key features
Key features
- Standard customer correspondence and documents such as advices, transactions, portfolio statements, etc.
- Complete document production processes such as sorting, aggregation and dispatch to systems within the Avaloq Ecosystem.
- Easy-to-use interface and functionality and re-use document components such as legal texts, header and footers with a clear separation of layout and content.
- Business teams can independently create and maintain document templates without IT dependency.
Description
Preview
![](https://www.avaloq.com/_Resources/Persistent/5/4/f/c/54fcbcaab7112009741bd81c7a61e14aa3f31b8a/avaloq-marketplace-ccm-interactive-images1.png)