Client reporting
Waters Rankings 2017: Best Reporting System Provider—Vermilion Software
Vermilion has been enhancing its reporting platform with a number of new features.
Artificial Intelligence Takes Over CRM as GDPR Looms
A growing number of buy-side professionals are using machine learning in their CRM systems to analyze and interpret investor data.
Stretching Your Capabilities without Stretching Your Budget
Sponsored webinar: OneMarketData
FactSet Integrates Narrative Science NLG Portfolio Commentary
Integrating Narrative Science's tools will enable FactSet clients to automate commentary generation and client reporting functions.
Genesis Investment Taps SimCorp's Client Reporting Platform
Emerging markets asset manager adopts Coric solution to replace legacy client reporting solution.
Jyske Bank Chooses Vermilion For Client Reporting
Danish firm looks to streamline operations, migrate from legacy systems
Jyske Bank Signs with Vermilion for VRS, Data Mart Services
Key to the contract was the ease ease with which the VRS could be integrated existing portfolio management systems.
Clarient Entity Hub Live with Five Large Firms
Barclays, Credit Suisse, Goldman Sachs, JPMorgan Chase and State Street first to tap utility.
Catalysts for change in client reporting
The catalyst for change in client reporting is a more empowered, digitally aware consumer. Excellence of service delivery will be key to investment managers retaining a competitive edge.
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.
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
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.
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.
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.
Edwards Joins Equipos in Partner Manager Role
Edwards joins Equipos from Microsoft, where he led industry market development for the financial services sector.
Black Diamond Preps Several New Rollouts
A year after being acquired by Advent, Black Diamond has significantly grown its assets, client base and staff.
SaarLB Taps Regis-TR and Banksysteme Aktiengesellschaft for Derivatives Transactions Reporting
Move comes ahead of new ESMA requirements for European banks.
Brazilian Firm Selects Investran for Accounting
The SunGard product was chosen for its scalable infrastructure and reporting capabilities.
JPMorgan Releases Hedge Fund Reporting Tool
Alternative asset managers can extract and consolidate data and generate reports with Alternative Investment Reporting, part of the Access platform.
Inaccurate Reporting Costs Newedge $700K
The US Commodity Futures Trading (CFTC) has decided to fine Newedge $700,000 over numerous inaccuracies in its reporting.
