Client Reporting

Sophis, a leading provider of cross-asset, front-to-back portfolio and risk management solutions, today announced the release of Sophis RISQUE 6.1, its trading and risk management solution for investment banks. This latest version includes new modules and key advancements in several areas:

Clause Builder

Northern Trust announced today that it will provide Investment Operation Outsourcing clients with an array of new client communications capabilities through an agreement with Equipos, a supplier of highly specialized client reporting and marketing communications software, including document management and business process management for investment managers.

Faced with budget cuts, staff shortages and growing demands from end clients, many financial institutions are beginning to consider outsourcing of client reporting functions. Simon Cornwell of Vermilion Software explains the recent developments in this space.

Q. Why are buy-side institutions considering outsourcing client reporting today? What are the drivers for these firms?

GlobeOp today announced its managed accounts services now offer greater operational transparency and independently reconciled fund data through a suite of customisable, daily web-based reports.

GlobeOp's managed accounts services are designed to increase operational transparency and produce risk analytics generated from the same independently valued and reconciled trade and position data used to calculate the fund net asset value (NAV).

Client Reporting: Keeping Clients Satisfied in a Volatile Market

Customer communication is the new competitive advantage

Thursday 11th June – Industry experts discuss the new demands from clients and how investment managers can leverage client reporting services to attract new business.

3i Infotech, a global provider of IT solutions, today publishes the findings of its latest client reporting white paper. Entitled, “Client Reporting Teams – The Unsung Heroes of the Investment Management World”, the report demonstrates the importance of the work client reporting teams do in meeting the exacting demands of clients, and showcasing the work of the business.

Client Reporting Vital To Retaining Business In The Recession

Aite Group estimates that world-wide spending on client reporting platforms will increase steadily, culminating in a 14% CAGR from 2008 to 2012.