Client Reporting & Communications Systems
Client & Channels Management Software
Financial Software Directory
Client reporting systems and solutions listed in our vendor directory. Our platform includes guides covering the best investment and investor reporting and communications functionality required by fund managers and asset managers to support report compilation, generation and dissemination of reports, fund data sheets, KIID, PRIIP, KIDs and online reporting.
to use detailed filters
Define the Countries where you supply this solution.
How do you want it delivered, on your infrastructure managed by you or full hosted and managed by someone else. The industry is moving towards the latter.
On Premises Installation
Hosted / ASP / Private Cloud
Multi-Tenanted SaaS / Cloud
Citrix supported ?
Please describe multi-location / international deployment options
Factbook Client Reports
Factbook Client Reports™ allows you to meet the growing demands from retail and institutional clients for more detailed and tailored ...
Overview: VPD Reporting
VPD Financial Software Consulting Limited
Client. Executive. Regulatory. Risk. - Accurately reporting performance, distributing consistent results to all parties, and satisfying the ...
Factbook Factsheets / Fact sheets
Factbook Factsheets™ is a fully automated factsheet production and delivery solution. The solution can accommodate any design template and ...
Client Reporting Tool
Whatever your vision of asset classification we can adopt it; grouping various instruments under strategies, parent funds or managers. We can ...
CREALOGIX Group (MBA Systems)
Speedreport is used by brokers and financial institutions for the production of large reports, significantly enriching their appearance. ...
Smonik SRP - Reporting
Organizations today, more than ever, have stakeholders who demand information in varying layouts, end-users comprised of different security ...
Fund fact sheet production
Kurtosys turns an operational problem into a chance to wow new investors with factsheets and presentations that are accurate, consistent, ...
Archway Reporting Technology (ART)
Archway Technology Partners
Archway brings our clients ART, a web-based Report Writer powered by IBM Cognos® and compatible with data housed in ATWeb. ART enables ...
Quill Data-Driven Communications at machine scale powered by Artificial Intelligence, Quill is our advanced natural language generation ...
Unity - Investor Communications
Our investor communications solutions provide automated content creation for a broad set of investor facing regulatory disclosure and ...
Client reporting solutions
Kurtosys offers a robust client reporting software suite, providing an end-to-end solution from unified data collection and report design to ...
Linedata Reporting, a web based reporting and distribution solution, is a highly configurable, secure and easy to use reporting tool. ...
Investor Communication Services
Broadridge Financial Solutions
Investor Communication Solutions, Broadridge is the largest processor of shareholder communications to corporations, banks, brokerage firms ...
Investment Café by eFront is an advanced investor reporting system that enables fund managers to instantly and securely communicate and ...
Efficient Analytics & Reporting
Ensure analytics and (regulatory) reports are delivered efficiently, on time every time. - Proven solutions operational in financial services ...
Show results & filters
diliger will help qualify your requirements and introduce you to the vendor
Spotted a missing vendor? Use this form to alert a vendor to the diliger service
Create a vendor selection project & run comparison reports
Register to access this feature
Click to express your interest in this report
Indication of coverage against your requirements
Vendor requires PRO subscription to activate this feature
Requires research subscription, contact diliger for more info