Find client reporting systems and solutions, listed in our vendor directory, available to fund managers and asset managers. Use our research platform to analyse and evaluate solutions, which provide investment and fund reporting and communications functionality required by support report compilation, generation and dissemination of reports, fund data sheets, KIID, PRIIP, KIDs and online reporting.

SimCorp Coric SimCorp
SimCorp Coric is a single platform that manages enterprise-wide investor communications. It automates manual processes, keeps accurate records,…
ClientRep - Custom Investor/Client Reports for Wealth/Asset Mgmt Firms UNAPEN, Inc.
Mass Production of Institutional, Private Client & Family Office Client/Investor Reports Personalized for Each Client The ClientRep™ portfolio…
Pages SS&C Technologies
By meeting your clients' communication needs, you can distinguish yourself from your competitors. Pages is a powerful client communications solu…
iPlus 3 Integrated Publishing Solutions Ltd. (integrate)
iPlus from Integrated Publishing Solutions Ltd (integrate) is a publishing, workflow, data and brand management application. iPlus gives clients…
Unity Performance Reporting Confluence
Performance Reporting Confluence performance reporting solutions automate the calculation of fund, portfolio and composite returns while providi…
Objectway Platform - Investor & Advisor Portal, Client Onboarding Objectway
Create the Experience your Customers Expect Objectway Platform is the digital end-to-end solution for Banks, Wealth Managers, Asset Managers and…
Global Gateway SS&C Technologies
Investment Accounting, Reporting and Analytics for a Broad Range of Asset Classes SS&C Global Gateway gives insurance firm investment managers t…
NIC Insured Connect LLC
Reporting as a Service Opus Nebula
Opus Nebula provides Reporting as a Service® for client and fund reporting. Powered by the multi award winning SimCorp Coric reporting engine, a…
Focus:Wealth Focus Solutions Group Ltd
Engage. Retain. Deliver. Transforming client engagement for wealth managers and private banks. Focus:wealth simplifies, streamlines and automate…
Factbook Client Reports Factbook
Factbook Client Reports™ allows you to meet the growing demands from retail and institutional clients for more detailed and tailored information…
Intelledox Infiniti platform Intelledox
Intelledox Infiniti is a solution-ready, low-code platform that empowers businesses to digitally transform paper- and forms-based manual busines…
Jacobi Jacobi
Jacobi is a solution for complex multi-asset investment processes. A typical investment group works with more than two dozen different applicati…
SideDrawer Platform SideDrawer Inc.
The SideDrawer platform includes a consumer facing mobile app, and a dashboard for the Pro, or professional service provider (Estate Lawyer, Adv…
Axia Robo Advisor Profile Software
Address new market segments, offer automated services while increasing productivity and profitability Being at the forefront of technology the R…

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