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 investor communications solutions provide automated content creation for a broad set of investor facing regulatory disclosure and marketing d…
  • 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…
  • 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…
  • iPlus from Integrated Publishing Solutions Ltd (integrate) is a publishing, workflow, data and brand management application. iPlus gives clients…
  • Performance Reporting Confluence performance reporting solutions automate the calculation of fund, portfolio and composite returns while providin…
  • By meeting your clients' communication needs, you can distinguish yourself from your competitors. Pages is a powerful client communications solut…
  • Investment Accounting, Reporting and Analytics for a Broad Range of Asset Classes SS&C Global Gateway gives insurance firm investment managers th…
  • Opus Nebula provides Reporting as a Service® for client and fund reporting. Powered by the multi award winning SimCorp Coric reporting engine, an…
  • Engage. Retain. Deliver. Transforming client engagement for wealth managers and private banks. Focus:wealth simplifies, streamlines and automates…
  • FIS’ Hedge360 solution is an integrated delivery platform that supports the full investment life cycle for hedge funds and alternative asset mana…
  • Intelledox Infiniti is a solution-ready, low-code platform that empowers businesses to digitally transform paper- and forms-based manual business…
  • Our Solutions: Relationship Management Backstop's powerful CRM provides the ideal foundation for managing client and partner activities, investme…
  • SimCorp Coric is a single platform that manages enterprise-wide investor communications. It automates manual processes, keeps accurate records, a…
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