Client Reporting

Software and services designed to evaluate the performance of companies, and to provide detailed reports to clients of the factors that have lead to such performance.

Broadridge’s Analytics Master is a comprehensive data aggregation, reporting, and reconciliation tool designed for firm-wide data management. Analytics Master consolidates front-, middle-, and back-office information for centralized management and client facing reporting. Certified integration adapters include the latest versions of Advent’s Geneva®, SunGard VPM™, Citco ...
Company: SAGE SA
Prospero 365 Wealth Management is a comprehensive financial platform that includes everything you need to run a wealth management business--from the front office to the back office, including General Ledger--without having to use multiple systems and spreadsheets. Highlights: Includes a comprehensive customer relationship management (CRM) system for managing and converting leads into ...
ETHIX-Core is the main part of ETHIX Financial Solution; it consists of sub- modules like ETHIX-GL, ETHIX-Client, ETHIX-Accounts. ETHIX-Core is an integrated client / server banking environment with a worldwide user-base of over150 customers – and growing. ETHIX-Core is also implemented and running live in 28 customer sites (of which 18 are Islamic banks) all over the Middle East, ...
Financial institutions need to provide Balance Reporting information to meet client and counterparty requirements in the most cost effective and flexible manner. Its aim is to provide greater ...
Part of the role of custodians and sub-custodians is to provide positional or transactional statements to meet client requirements. Aqua Global’s e2gen Holdings Reporting module provides a cost ...
Company: Profidata AG
Profidata – the Software and Service Company for Solvency II Implementation Solvency II may come into force in 2015/2016 or at some unspecified future date – its launch is, however, ...
Company: SimCorp
SimCorp Coric Web Reporter empowers business users to produce a secure web page, containing audited data and documents, very quickly without resource to IT.  Any viable client ...