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Schroders go live on FundWorks client reporting solution, FundReports

FundWorks today announces that, following a successful implementation, Schroders have gone live on FundWorks’ client reporting and communications platform, FundReports.

The implementation of FundReports at Schroders, a constituent of a larger programme of technology infrastructure renewal, initially focused on the requirement to provide a fully automated solution for the production of their Client Valuation Reports.

By taking advantage of the integrated data-mart, Schroders have solved a number of data management challenges that emerged during the course of the project. This included creating client specific reporting classification structures by transforming internal classification schemas that were maintained on upstream systems within Schroders systems environment.

Jason Wood, Head of Fund Accounting at Schroders said “I am extremely pleased with the progress to date of what has been a complex and challenging integration and delivery project. FundReports alongside our other market leading applications has provided us with a best of breed tool kit to support our increasingly diversified business and client requirements. We are now positioned well to attain our medium and long term goals providing a high quality service proposition with efficient use of resource.”

Phil Goffin, CEO FundWorks said “The availability of experienced data management and client reporting resources at both Schroders and FundWorks has ensured the project’s success”. He continued, “We look forward to continuing to work alongside Schroders as they enhance their reporting requirements to incorporate further content and report types on the FundReports platform”.