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: Hedgeguard
Customisable cloud-based PMS (Portfolio Management System) and dedicated Middle Office services, built for the market's leading asset managers. Our solutions have been created by ex-buyside professionals who have experienced the challenges faced by managers in today’s increasingly competitive environment.The HedgeGuard PMS is a full front-to-back single platform software which ...
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, ...
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 ...
Company: Profidata AG
Profidata – Software and Services for Solvency II Implementation Profidata offers a range of services to support the controlling of capital investments in the implementation of Solvency II. ...
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: 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 ...