
Eaton Vance Selects SimCorp Coric for Global Client Reporting and Communications
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Automating the client reporting and communications process with SimCorp Coric will enable Eaton Vance to focus on client engagement and revenue growth
SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced that Eaton Vance Management has chosen SimCorp Coric as the new client reporting and communications platform for its global operations. The agreement, which was signed in December 2014, covers Eaton Vance Management and its majority owned affiliates (together “Eaton Vance”), including Parametric and Atlanta Capital Investment Managers.
Eaton Vance will deploy SimCorp Coric to automate the production of client communications, including quarterly client and investment reports, client statements, and fund fact sheets. Reporting cycles will shorten and require less manual work to complete, resulting in operational efficiencies. The Eaton Vance client relationship team, which manages the client reporting process, will be able to reallocate time and resources to client-centric servicing work, thereby enriching client engagement.
John Shea, Chief Information Officer at Eaton Vance, commented: “SimCorp’s infrastructure, financial stability, global reach, and business-user focus provided an ideal fit with our business growth and risk mitigation goals. This initiative was driven not only by the operational efficiencies that SimCorp Coric will bring, but also by our passion to enrich the quality and timeliness of the service we provide to our clients. Throughout the selection process, we received positive recommendations from existing SimCorp Coric clients, who spoke often of the operational efficiency the solution provides. This enables client relationship managers to spend more time engaging with clients to satisfy their individual investment goals.”
Mike Hendy, Vice President, North America at SimCorp Coric said: “SimCorp’s acquisition of the Coric solution has proved to be extremely successful, culminating in this exciting new agreement with Eaton Vance. This solution has long been the market-leading client reporting and communications platform, and now benefits from SimCorp’s global presence and capability. We are excited about working with Eaton Vance and continuing our growth trajectory going forward.”