Enrich client experience and empower client services with best practice solutions
Equipos, the leading provider of client communications and reporting solutions for buy-side investment firms, has announced the release of Coric™ Client Communications Suite version 9.0. By increasing design control, output options and speed of deployment, Coric 9.0 enables wealth and asset management firms to enrich the client’s experience, increase operational efficiencies and improve performance against Service Level Agreements.
Coric 9.0 features a powerful new charting tool, which increases the visual appeal of client reports. Client services users can choose from a wide selection of fully configurable charting types and styles, every aspect of which can be modified without assistance from I.T. colleagues.
Building upon the company’s partnership with OpenText, Equipos has fully integrated Coric with OpenText Portal to deliver on-demand access to all information and investment intelligence, choice of delivery mechanism, real-time engagement with client services and social media integration. The power of the Internet is harnessed to deliver enterprise reporting and portal services that enrich client and adviser experience.
Equipos has achieved Microsoft Gold ISV/Software competency for Coric 9.0, having demonstrated technology expertise and commitment to providing high quality, future-proofed solutions that leverage Microsoft technology platforms. Coric 9.0 supports Windows 7 and Office 2010, and has migrated to the Microsoft .NET 4 development framework.
New installation and upgrade processes have been introduced to dramatically improve the ease and speed of Coric deployments. Coric 9.0 also includes a range of pre-installed, pre-configured report layouts, data models and tutorials, which further accelerate the training and implementation process.
According to Damian Bryan, Chief Technology Officer at Equipos, “Equipos has built on the stability of Coric’s core architecture and provided a robust set of functionality enhancements that simplify the entire client reporting process, from installation through to delivery. Client services teams benefit from more streamlined processes, report presentation is better than ever before and the experience of investors and intermediaries will be scond to none.”