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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.
  • By meeting your clients' communication needs, you can distinguish yourself from your competitors. Pages is a powerful client communications solu…
  • 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 providi…
  • Investment Accounting, Reporting and Analytics for a Broad Range of Asset Classes SS&C Global Gateway gives insurance firm investment managers t…
  • Opus Nebula provides Reporting as a Service® for client and fund reporting. Powered by the multi award winning SimCorp Coric reporting engine, a…
  • Engage. Retain. Deliver. Transforming client engagement for wealth managers and private banks. Focus:wealth simplifies, streamlines and automate…
  • Factbook Client Reports™ allows you to meet the growing demands from retail and institutional clients for more detailed and tailored information…
  • Intelledox Infiniti is a solution-ready, low-code platform that empowers businesses to digitally transform paper- and forms-based manual busines…
  • SimCorp Coric is a single platform that manages enterprise-wide investor communications. It automates manual processes, keeps accurate records,…
  • The SideDrawer platform includes a consumer facing mobile app, and a dashboard for the Pro, or professional service provider (Estate Lawyer, Adv…
  • Jacobi is a solution for complex multi-asset investment processes. A typical investment group works with more than two dozen different applicati…
  • Address new market segments, offer automated services while increasing productivity and profitability Being at the forefront of technology the R…
  • To stand out, you need reliable technology that’s adapted to your needs. Croesus Advisor, our portfolio management software, offers you a variet…
  • Financial Services firms receive millions of documents each day from customers, vendors, service providers, counterparties and others that conta…
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