Equipos

Equipos is a leading supplier of automated client communications and reporting solutions, with clients in North America, Europe and Asia Pacific. Equipos enables global institutional asset managers and private wealth firms to present their clients' complex portfolio data in clear, visually appealing and highly tailored reports. Quick to implement, Equipos clients realize shorter time-to-value with solutions that increase operational efficiency and reduce risk.

Products: 

Equipos Coric is a feature-rich software suite that manages the entire end-to-end reporting process. Coric enables effective data sourcing and manipulation, automation of business processes, accurate audits and performance tracking, and the design, production and distribution of stylish reports. With the most advanced reporting capabilities on the market, Coric delivers a wealth of benefits.

• High quality, personalized output: Coric allows client services teams to apply different layouts, orientation and chart styles to deliver highly complex client data in a way investors can relate to.

• Choice of delivery: By offering optional web delivery via Coric Web Reporter in addition to paper-based reports, you give your clients on-demand access to their portfolio valuations in a way that makes sense for them: desktop computer, laptop, tablet PC, smart phone or other mobile device.

• Global Reach: Coric is used by global clients to efficiently manage their reporting processes. We support multiple language requirements, and our Coric KIID solution enables Key Investor Information Documents to be translated into any European language.

• Operational cost savings: By automating key reporting processes and workflows, increases in production volumes can be managed without adding to headcount. Optional web delivery helps reduce paper, print and mailing costs.

• Multi-tenant support: Managers responsible for multiple clients use a multi-tenant configuration, segregating data within a single deployment stack. Security measures ensure that data for one client is not affected by the activities of another.

Contact

North America

470 Atlantic Ave, 4th Floor

Boston, MA 02210 USA

Telephone: +1 617 273 8033

Email: sales@equiposgroup.com

Europe & Asia Pacific

4 Lombard Street, 

London EC3V 9HD, UK

Telephone: +44 (0)207 933 8720

Email: sales@equiposgroup.com

Web: www.equiposgroup.com