Investor Client Reporting & Communications Systems

VENDORMATCH

Client reporting systems cover investment and fund reporting and communications functionality required by fund managers and asset managers to support report compilation, generation and dissemination of reports, fund data sheets, KIID, PRIIP, KIDs and online reporting.
  • Whatever your vision of asset classification we can adopt it; grouping various instruments under strategies, parent funds or managers. We can the…
  • Our investor communications solutions provide automated content creation for a broad set of investor facing regulatory disclosure and marketing d…
  • Organizations today, more than ever, have stakeholders who demand information in varying layouts, end-users comprised of different security level…
  • Speedreport is used by brokers and financial institutions for the production of large reports, significantly enriching their appearance. Speedrep…
  • Linedata Reporting, a web based reporting and distribution solution, is a highly configurable, secure and easy to use reporting tool. Linedata Re…
  • Investor Communication Solutions, Broadridge is the largest processor of shareholder communications to corporations, banks, brokerage firms and m…
  • Kurtosys turns an operational problem into a chance to wow new investors with factsheets and presentations that are accurate, consistent, timely…
  • Kurtosys offers a robust client reporting software suite, providing an end-to-end solution from unified data collection and report design to prod…
  • Available as a hosted service or an in-house installation, Vermilion Reporting Suite is designed to fit into existing and established business pr…
  • Factbook Factsheets™ is a fully automated factsheet production and delivery solution. The solution can accommodate any design template and any nu…
  • Factbook Client Reports™ allows you to meet the growing demands from retail and institutional clients for more detailed and tailored information.…
  • Client.             Executive.               Regulatory.             Risk. Accurately reporting performance, distributing consistent results to a…
  • ProTrak has been serving the needs of the investment industry since 1988. Our user-friendly system was designed by industry veterans to: - Accomm…
  • Factbook RFI is the complete solution for the automation of Request for Information, Request for Proposal and Due Diligence Questionnaires. Factb…
  • Fortress is a cutting edge digital private banking interface, designed for both individual and institutional investors to gain secure and mobile…
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