Rensburg Sheppards goes live with fully integrated client communications solution suite from Equipos

14 December 2009

Rensburg Sheppards Investment Management (RSIM), a leading UK investment management company, has gone live with the deployment of Coric Straight Through Reporter (STR), from long-established client reporting and financial document management solutions provider, Equipos Limited. This deployment adds fully integrated client communications capabilities to the 300-user Coric Document Manager suite already in widespread use at RSIM. RSIM has already completed several successful client reporting runs, with the largest producing in excess of 10,000 reports, accurately and on schedule.

“RSIM has successfully implemented the next key stage in totally integrated client communications by adding Equipos client reporting to the existing Equipos document and business process management capabilities,” says Damian Bryan, Product Director and founder of Equipos. “The solution suite is a powerful platform to deliver client communications in all the various forms in which RSIM clients now require their portfolio and market data.”

“With our enterprise-wide client document management and now client reporting powered by Equipos, we are well equipped to complete our plan to revolutionise the quality and accessibility of investment information to our clients,” says Lio Lopez-Welsch, IT Director at RSIM. “Secure, online document and valuation delivery to our clients will enhance our market leading position in client servicing.”

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