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Investor / Client Reporting & Communications Systems

VendorMatch Directory

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.
  • Financial Services firms receive millions of documents each day from customers, vendors, service providers, counterparties and others that conta…
  • Our offering covers Investor Account Management, Investor Relationship Management and Investor Reporting. Backstop's powerful investor account m…
  • Backstop Portal Backstop Portal is a fully customizable, web-based reporting portal that helps to satisfy the increasingly heavy demands of inv…
  • Backstop CRM – Client Relationship Management software – is an awardwinning, centralized database that empowers you to continually and effective…
  • To stand out, you need reliable technology that’s adapted to your needs. Croesus Advisor, our portfolio management software, offers you a variet…
  • WealthMapper: Comprehensive wealth management with goal-based planning The tool allows the banks and insurance companies to provide a comprehens…
  • LISSIA Expert has been designed as a general purpose Financial Services Management and Administration System and fully developed for the Life As…
  • PFTPro is a Wealth Management digitalization suite which supports the entire investment process. It is composed of independent, yet tightly inte…
  • Asseco BooX, the Bank out of the Box. We craft digital banking experiences that change the competitive game for you and your customers. Our team…
  • HCL’s Mode 1-2-3 strategy helps future proof our customers' business, by deploying a concurrent, three-point spotlight on the existing core of t…
  • Acsel Suite is a set of collaborative modules that render the system adaptable and flexible, integrating modules to design and manage the variou…
  • Deliver better documents faster! Automate the creation, delivery and storage of your important documents to streamline the way you communicate w…
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