What can client reporting learn from buying a new car?

What can client reporting learn from buying a new car?

11 August 2017
At first glance, there may be few similarities between buying a new car and buying a new client reporting system…


How client reporting links a blank sheet of paper and an iceberg

How client reporting links a blank sheet of paper and an iceberg

04 August 2017
What is the link between a “blank piece of paper” and an “iceberg”? This is indeed a strange question and there appears no clear or obvious link…


MiFID II Reporting effective 2018

MiFID II Reporting – effective January 2018

03 July 2017
With less than 6 months until MiFID II, many firms are concerned they have left their solutions too late…


MiFID II Post-sale reporting ready-to-go!

MiFID II Post-sale reporting ready-to-go!

26 June 2017
Opus Nebula offers ready-to-go MiFID II 10% price movement reporting – MiFID II Post-sale reporting.


Four trends and observations impacting client reporting in 2017

Four trends and observations impacting client reporting in 2017

4 January 2017
What are forthcoming key trends that will shape the Wealth…


Suffering from data (in)consistency issues between your reports and your website?

Suffering from data (in)consistency issues between your reports and your website?

19 September 2016
One of the challenges facing wealth and asset managers right now…


Client Reporting vs Client Servicing

Client Reporting vs Client Servicing

14 July 2016
This is a short article responding to the paper “The Client is King” – Author Jackie Alvarez, Invesit


Client Reporting Team Nightmares...

Client Reporting Team Nightmares…

26 June 2016
Does the scenario described keep you awake at night? A revised data file, or data files, are received after the client reporting process has started…


Client reports taking too long to complete?

Client reports taking too long to complete?

12 April 2016
Do you have bottlenecks and delays with gathering data and verifying the data is complete and accurate and ready for reporting?