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.
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Client Reporting Suite
Available as a hosted service or an in-house installation, Vermilion Reporting Suite is designed to fit into existing and established ...
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 Client Reports
Factbook Client Reports™ allows you to meet the growing demands from retail and institutional clients for more detailed and tailored ...
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 ...
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