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.
  • 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…
  • Backstop CRM – Client Relationship Management software – is an awardwinning, centralized database that empowers you to continually and effective…
  • LISSIA Expert has been designed as a general purpose Financial Services Management and Administration System and fully developed for the Life As…
  • WealthMapper: Comprehensive wealth management with goal-based planning The tool allows the banks and insurance companies to provide a comprehens…
  • Mphasis currently manages large client projects involving combination of technology and business operations. These clients are from a wide varie…
  • PFTPro is a modular wealth management front office software suite designed to support the entire investment process. The platform is composed of…
  • The InvestCloud Digital Platform provides over 300 apps that assemble together providing digital engagement and automation. We categorize these…
  • Why choose i2go? Ultimate 360° Insurance Experience / Optimize business operations from a single system The i2go insurance software is a powerfu…
  • Acsel Suite is a set of collaborative modules that render the system adaptable and flexible, integrating modules to design and manage the variou…
  • JHC Figaro (Figaro) JHC Figaro (Figaro) is a front, middle and back office solution for private client wealth managers, brokers and platform pr…
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