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Client reporting

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Addenda Capital Chooses Coric for Reporting

Canadian asset manager Addenda Capital has selected Coric Client Communications from Equipos to automate the firm's client reporting process.

Buy-Side Technology | News | Performance and Attribution | 21 Mar 2014


SimCorp Acquires Client Reporting Software Provider

SimCorp hopes to capitalize on demand for client reporting technology by combining its performance, risk and accounting capabilities with the reporting functionality from Equipos

Inside Reference Data | News | Data Management | 27 Feb 2014

State Street

State Street Bolsters Collateral and Reporting Services

State Street has made enhancements to its financial reporting and collateral services to help clients comply with regulations, manage risk and automate their disclosure requirements.

Buy-Side Technology | News | Buy-Side Operations | 06 May 2013


Client Reporting: The Road to Empowerment

Quarterly investment reports have long provided the sandwich filling between investment managers and their clients. Vendors have helped to automate the process, but Steve Dew-Jones considers how technology can take this process to the next level.

Waters | Feature | Buy-Side Operations | 22 Apr 2013

Anova Adds Intelligent Alerting Functionality for Decision-Making, Compliance

Surbiton, UK-based DST Global Solutions, a provider of investment management technology and services, has unveiled what it has dubbed “intelligent alerts” functionality within its Anova data management platform.

Buy-Side Technology | News | Data Management | 11 Mar 2013


Former Multex, Reuters Tech Exec Zucknovich Zooms to Kurtosys

UK-based Kurtosys Systems, a provider of software for client reporting, fund fact sheet generation and fund analysis tools, has hired Stephen Zucknovich in New York as managing director of product management and strategy, responsible for overseeing the...

Inside Market Data | News | People | 28 Aug 2012


New Visibility Tool Broadens CorvilNet

Dublin-based latency monitoring software provider Corvil will this week release version 8.0 of its CorvilNet latency management platform, which broadens the product’s potential use cases and includes new features to visualize and share business-level...

Inside Market Data | News | Data Delivery Technologies | 09 Jul 2012


Edwards Joins Equipos in Partner Manager Role

Edwards joins Equipos from Microsoft, where he led industry market development for the financial services sector.

Buy-Side Technology | News | Buy-Side Operations | 03 Jul 2012


Black Diamond Preps Several New Rollouts

A year after being acquired by Advent, Black Diamond has significantly grown its assets, client base and staff.

Buy-Side Technology | News | Portfolio Management | 13 Jun 2012

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Tackling Teething Troubles: Examining the Current State of the OTC Derivatives Market

The over-the-counter (OTC) derivatives market is in the midst of a global regulatory restructure. Authorities in Europe, Asia and the US are currently...


A data-centric approach to portfolio management

A fast, flexible and reliable investment decision-making process must be based on access to accurate and consistent information throughout an organization....