Knowledge only comes from Experience

Knowledge only comes from Experience

“Information is not knowledge. The only source of knowledge is experience”. Thank you, Albert Einstein, for that insight. It is a well-known fact that people are best placed to start a client reporting project just after they’ve finished one…


4 key benefits of a fully automated client communications and reporting solution

4 key benefits of a fully automated client communications and reporting solution

We firstly need to consider how broad or how much of the reporting process the automation should cover…
 


Client Reporting MI and KPIs

Client Reporting MI and KPIs

Do you know how well your reporting team are performing?
Older, legacy reporting systems typically provide none or very limited information about what’s actually going on…
 


Does outsourcing your client reporting lose a key touch-point with your clients?

Does outsourcing your client reporting lose a key touch-point with your clients?

Outsourcing your client reporting may look good on paper – the paper of the original business case, but does it look so good on the paper of a…
 


Three important questions for small and medium sized asset managers

Three important questions for small and medium sized asset managers

If you answered “yes” to any of the three questions in this article we would encourage you to read on…
 


Can small and medium sized asset managers provide the same level of reporting service as their larger competitors?

Can small and medium sized asset managers provide the same level of reporting service as larger competitors?

Generally, truly world-class client communications and reporting systems are typically only able to be justified and afforded by…
 


Why cloud reporting is the future of client reporting

Why cloud reporting is the future of client reporting

Cloud reporting is Software as a Service based reporting, which can be defined as the capability provided to the consumer to use the provider’s applications…
 


Managing the KIIDs

Managing the KIIDs

It’s that time of year again, when the UCITS KIIDs need to be refreshed, republished and re-distributed, all within 35 business days of the calendar year end. It should be easy… right?
 


Promoting funds overseas: 8 simple tips for producing regional factsheets

Promoting funds overseas: 8 simple tips for producing regional factsheets

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

4 reasons to stop producing fund level factsheets

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

Software as a Service: taking the puzzle out of the jigsaw

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

Configuration vs customisation: your friend and your enemy

So why is “configuration” your friend while “customisation” is your enemy which should be avoided?
 


2 need-to-know tips to avoid those last-minute changes to client reports

2 need-to-know tips to avoid those last-minute changes to client reports

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

These 5 signs will help you determine the quality of your client reporting

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?

What can client reporting learn from buying a new car?

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

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

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

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!

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

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

Four trends and observations impacting client reporting in 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?

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

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

Client Reporting vs Client Servicing

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...

Client Reporting Team Nightmares…

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?

Client reports taking too long to complete?

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?