Add updated client contacts to quarterly report database

You miss investor lists when updated client contacts aren't captured, which delays compliance. Add contacts to your report database so coordinators can finalize summaries ahead of close.

Overview

Missed contact updates create extra work and risk at quarter end; this flow captures updated client records into a report-ready table so your coordinators and compliance staff get complete investor lists. That means cleaner summaries and fewer manual exports ahead of the quarterly close.