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…
  • A fully automated financial reporting solution that is deployed on a cost-effective software as a service (SaaS) basis with no additional hardwa…
  • Opus Nebula provides Reporting as a Service® for client and fund reporting. Powered by the multi award winning SimCorp Coric reporting engine, a…
  • Investment Accounting, Reporting and Analytics for a Broad Range of Asset Classes SS&C Global Gateway gives insurance firm investment managers t…
  • Engage. Retain. Deliver. Transforming client engagement for wealth managers and private banks. Focus:wealth simplifies, streamlines and automate…
  • FIS’ Hedge360 solution is an integrated delivery platform that supports the full investment life cycle for hedge funds and alternative asset man…
  • 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,…
  • Factbook Client Reports™ allows you to meet the growing demands from retail and institutional clients for more detailed and tailored information…
  • Address new market segments, offer automated services while increasing productivity and profitability Being at the forefront of technology the R…
  • 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…
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