All of the modules in Information Mosaicâs post-trade platform, IMSecuritiesâ¢, can now utilize the document maintenance and delivery functionalities of Assentisâ Customer Communication Platform, DocFamily. The renewed partnership will provide Information Mosaicâs clients with advanced reporting capabilities and extended functionality for client communication support for documents such as corporate action and investment portfolio reports.
The combined solution provides enhanced document functionality to back- and front-office users that will help them incorporate up-to-the-minute market trends into their reporting and to address client needs more quickly.
The DocFamily platform can deliver, in a precise manner, IMSecurities-generated reports and documents over a variety of channels, such as E-mail, PDF and hard copy, to end-users and clients. The solution further provides functionality to design, test and release document templates without the involvement of IT departments.
The solution also offers real-time monitoring and tracking functionality. Utilizing the document organization features of DocFamily, Information Mosaic clients can schedule, monitor and track their report production.
âThe combined solution of IMSecurities and Assentisâ DocFamily will provide Information Mosaic clients with more options for meeting and tracking reporting requirements,â said Kenneth Hartlage, Head of Product Management at Information Mosaic. âThe depth of financial data maintained within IMSecurities, coupled with the DocFamily platform, offers an extremely powerful tool. The combined solution will help financial firms address the industryâs increasing demand for regulatory reporting and transparency.â
Urs Tanner, CEO of Assentis Technologies AG, said: âAssentis and Information Mosaic have shared a rewarding relationship over the last several years. With this partnership, we now have a unique solution, based on two âbest-in-class products,â exclusively designed for the entire financial management market, including custodians, asset managers and broker/dealer firms.â