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Some Firms Still Favor Manual Client Reporting: Survey

August 29, 2017 by Eugene Grygo

SS&C Survey Focuses on Client Reporting Investor clients are demanding more data from financial services firms but many firms are still relying on manual processes to pull together reports, according to a report sponsored by SS&C Technologies, a financial services software and services vendor. The survey results uncovered that while 100 percent of respondents say… Read More >>

Filed Under: Derivatives Operations, Collateral & Margin Management, Derivatives Processing, Securities Operations, Buy-Side, Clearing, Corporate Actions, Data Management, Industry News, Ops Automation, Reconciliation & Exceptions, FinTech Trends, Back-Office, Performance Measurement, Regulation & Compliance, Derivatives, Regulatory Compliance, Regulatory Reporting Tagged With: AxiomSL, Client Communications, client reporting, Financial Conduct Authority (FCA), financial data, MiFID II, SS&C Technologies, Tradeweb

SimCorp Upgrades Its Client Reporting

November 11, 2014 by Ryan Boysen

Financial technology provider SimCorp has released a new version of SimCorp Coric, its client communications and reporting solution, which came to the vendor through its acquisition of Equipos in March 2014, according to a company statement. The new release provides institutional asset managers and private wealth management firms with a suite of web-based tools that… Read More >>

Filed Under: General Interest, Industry News Tagged With: Client Communications, Excel, SimCorp Coric

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