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Reporting as a Service®

Client and fund reporting improved and simplified

Our client reporting vision is to significantly transform the customer experience by providing investment firms with the most complete, resilient and scalable solution tailored to meet individual needs. Opus Nebula provides Reporting as a Service the most flexible, on-demand reporting capability which is competitively priced and delivered in a way that benefits firms of all sizes. We believe the highly automated work-flow enables our clients’ users to deliver accurate, timely and tailored reporting thereby significantly enhancing overall efficiency than previously possible.

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Is your firm truly efficient?

Read our ebook to learn how unnecessary complexity affects your business.

As independent providers of investment reporting, we offer a tailored service delivered using cloud-based infrastructure and advanced technology that frees up your in-house resources and allows them to focus on their area of expertise.

Reporting as a Service is designed to improve and simplify your client and fund reporting. Like all great solutions, our reporting service is simple to understand and use; Your data, your team, our system, your reports.

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Your Data

Reporting as a Service is proven to integrate quickly and easily with your existing data feeds and data stores – whether internally sourced or from an appointed third party. Data validation rules are simply configured to help ensure your source data is complete, accurate and ready for publishing.

Your Team

The fully automated solution allows your reporting team to control the entire production process, from data ingestion, through report rendering, report review, approval and automated distribution of the completed reports. The efficiency of the solution frees up time for the reporting team to add value elsewhere and transform the overall client experience.

Our System

We are responsible for the reporting system and ensure it is available to your teams 24×7. Reporting as a Service is securely hosted in the cloud and your team login via a standard web browser. The solution continues to evolve, so that today’s reporting requirements and those of tomorrow are simply accommodated. Specific changes and enhancements to your reports are swiftly delivered by our technical team.

Your Reports

We configure the report templates to your precise layout, design and branding. The templates dynamically flex based on your data and your rules to produce highly bespoke reports, at scale, for each of your clients and funds. The automated distribution process means that your reports are delivered on time, every time. Each report has an individual audit trail, detailing every step in the production process.

Watch our 90 second video to learn more about Reporting as a Service.

“Opus Nebula has enabled LCIV to automate its client reporting, reduce reporting times and mitigate process risk. This is an important first step in the build out of our operating model. The first quarter’s reports were delivered on time and to budget.”

Brian Lee

Chief Operating Officer, London CIV

Visit our solution pages to discover the features and benefits of Reporting as a Service.

KIIDs
Fund Factsheets
Investment Reporting
Commentary Management
Content Aware Reports
Future-proof your Client and Fund Reporting
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Opus Nebula is a WealthTech 100 company.
The world’s most innovative WealthTech companies.

www.WealthTech100.com

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We are proud to announce our membership to The Investment Association
and our participation in their Velocity fintech acceleration program.

We’d like to get to know you better.

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.