Case Studies
GIB Asset Management Case Study
Fund Factsheets and Global Investment Committee Packs fully automated.
Royal London Asset Management Case Study
Quarterly Investment Reviews redesigned and fully automated.
Asset Management One International Case Study
Re-designing and automating Fund Factsheet reporting through Reporting as a Service.
Fundamental Asset Management Case Study
Fundamental Asset Management select Reporting as a Service to deliver improved client reports, flexibility, scale and a future-proof model – in a cost effective and affordable manner.
Edinburgh Partners Case Study
Edinburgh Partners select Reporting as a Service® to replace their legacy reporting system; initially providing “like-for-like” reports whilst delivering enhanced flexibility, scalability and a future-proof model. Producing Client Reports and monthly Fund Factsheets, and going live within only 6 weeks.
CCLA Case Study
Reduced time to market. Cost effective solution. Enhanced client servicing. A significant step-forward for client reporting in CCLA Investment Management Limited (CCLA), one of the UK’s largest specialist fund managers for charities, churches and local authorities, providing a complete investment management service including client reporting and client servicing.
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If you have any questions regarding our Reporting as a Service solution, please let us know by clicking the button below. Is your firm currently facing any particular ‘pain points’ with your existing client and fund reporting system? We would be happy to arrange a call or meeting to discuss them in greater detail and explain how our cloud-based reporting solution may be the answer.