Equipos delivers control of client reporting into hands of business users

19 November 2008

Equipos Limited has announced the milestone release of Coric version 6, its industry leading client reporting and document management solution for institutional and private client investment managers.

This new release, launched at the 12th annual Client Reporting and Servicing Conference in London, introduces significant advances in institutional report production. User configurable dashboards provide automated overviews and effective management of the report production process, and client services managers gain a top level overview of the progress of all reports. They can mouse-click to drill down, detect and manage exceptions in the process. Commentary management is fast and easy, and is integrated with the standard Microsoft Office environment.

The new Coric Report Layout Builder is the first truly user friendly report layout tool to hit the market. Very high quality reports can be created, or existing reports changed quickly and easily, using corporate templates stored within Coric’s template library. Unlike other reporting tools available today, the IT department does not need to be involved.

“Coric version 6 is designed to put the business in control of its own reporting environment,” says Damian Bryan, Founder and Product Director of Equipos. “IT departments will see how easy it is to configure and install, and the Client Services people at the front end have gained a very powerful tool that accelerates processes and eases pressure in the typically tight reporting window.”

“With the previous version of Coric we had the most flexible and comprehensive solution on the market for client communications,” says Alan Hamilton, CEO of Equipos. “Now we also have the easiest to use and the fastest system to get up and running. Equipos solutions aim to return investments within one year of installation. This enables justification of a project which enhances client retention and satisfaction, and also quickly reduces the running cost of producing reports.”

Balancing the requirements of large-scale private client reporting, where high-volume bulk production and reliable performance is key, with the needs of the institutional reporting world, where flexibility and quality are essential, was not a trivial exercise. With clients such as Rathbones and Rensburg Sheppards on their reference list, Equipos has a reputation for dealing with large-scale requirements, and the launch of this new version has placed the big institutional investment firms clearly in sight. Coric Version 6 offers unprecedented flexibility, quality and ease of use for both institutional and private client investment firms.

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