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Investor / Client Reporting & Communications Systems

VendorMatch

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.
  • 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…
  • 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…
  • 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…
  • Why choose i2go? Ultimate 360° Insurance Experience / Optimize business operations from a single system The i2go insurance software is a powerfu…
  • InsureEdge is an all-in-one insurance software that helps Insurers deliver a connected, relevant, and seamless experience to customers while emp…
  • Blackwave Provides innovative, modern, and aesthetic solutions for Trading, Quantitative analysis, Portfolio Optimization, Pre-build Strategies,…
  • Acsel Suite is a set of collaborative modules that render the system adaptable and flexible, integrating modules to design and manage the variou…
  • 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…
  • Technology is fast changing the fundamental nature of businesses.Organizations which were once world leaders in their space are now giving way t…
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