Promoting funds overseas: 8 simple tips for producing regional factsheets
11 December 2017
When investment firms register and promote funds in overseas markets, it is likely that fund factsheets will be required to assist in the promotion…
4 reasons to stop producing fund level factsheets
04 December 2017
Fund level vs share class level factsheets: what are firms doing and why? A number of firms produce fund factsheets at “fund” level, rather than at the “share class” or “share series” level…
Software as a Service: taking the puzzle out of the jigsaw
27 November 2017
A common question that often puzzles Asset Management firms and Wealth Managers, is whether they should seek to identify and implement a single system…
Configuration vs customisation: your friend and your enemy
20 November 2017
So why is “configuration” your friend while “customisation” is your enemy which should be avoided?
2 need-to-know tips for those last-minute changes to client reports
13 November 2017
All client reporting teams suffer at some point with last-minute changes to their regular client reporting…
These 5 signs will help you determine the quality of your client reporting
30 October 2017
Good client service is asking what the clients want – and giving it to them. The same is true of good client reporting…
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. However, in fact there’s much we can learn from the motor trade…
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 January 2018
03 July 2017
With less than six months until MiFID II, many firms are concerned they have left their solutions too late, or solutions will take too long to implement…
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. With Opus Nebula’s Reporting as a Service® solution there is still time…
Four trends and observations impacting client reporting in 2017
4 January 2017
What are forthcoming key trends that will shape the Wealth Management and Asset Management industries…
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, is the ability to display and update data, text and commentary…
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. Written by Andrew Sherlock (Opus Nebula Director/ Co-Founder)
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. A few questions that may immediately spring to mind…
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? Does the report production and the monitoring and tracking rely on manual processes?