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FundWorks to implement client reporting at Allan Gray

FundWorks today announces that Allan Gray has licensed and will be implementing FundReports, FundWorks’Enterprise Client Communications and Reporting platform. Allan Gray will use FundReports in South Africa for the production of Monthly, Quarterly and Ad Hoc Client Reports for its Institutional clients.

Allan Gray identified the need for a client reporting solution as part of its new application platform that includes a portfolio administration system, attribution system and data-warehouse. Craig Sales, Head of IT at Allan Gray said,“FundReports was selected after a thorough vendor selection process and Proof of Concept, as the most comprehensive solution available to meet Allan Gray’s requirements. The implementation of FundReports will provide the required level of flexibility and improve our reporting process through automation.”

Bradley Mehl, Director of FundWorks SA said, “The addition of a further top-tier asset management firm such as Allan Gray to our South African customer-base reaffirms that the FundReports platform leads the way in the Client Reporting
marketplace. We welcome Allan Gray on board and look forward to a long, mutually beneficial partnership.”