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.

Company: GBST
Available as a standalone solution or as an add-on to Syn∽Finance, Syn∽FTT is designed specifically for calculating, reporting and paying global financial transaction taxes. This gives you the ...
Company: Objectway
Regulations (MIFID, KYC, RDR) are changing wealth management models to a more advice/fee-based approach, and market turbulence presses advisors to justify their value proposition. OFS Advice is a ...
Company: Objectway
Portfolio managers need to offer their clients the highest levels of service and reporting, while ensuring efficient execution of routine tasks such as monitoring, reporting, regulatory compliance and ...
Company: Confluence
Our regulatory reporting solutions provide accuracy and control over the challenging data management ...
Inferno is a complete securities and derivatives processing solution covering all aspects ...
Company: FA Solutions
Online Access for Your Customers Let your customers view and analyse their investments whenever ...
In an increasingly competitive market, superb client service is a prerequisite to attracting and ...
Company: SAGE SA
Prospero 365 Wealth Management is a comprehensive financial platform that includes everything ...