Future-ready reporting for the investment management industry
Automate configurable reporting to save time and costs, streamline operations and deliver better client service and insights.
Ready to revolutionise your reporting?
Opus Nebula provide a next-generation reporting solution designed specifically for:
- Investment firms
- Asset managers
- Wealth managers
- Family offices
- Asset servicers
Developed and supported by both reporting and tech experts, it provides a scalable, flexible, cost-effective and efficient alternative to building and maintaining reporting capabilities in-house. Our secure, cloud-based platform enables rapid onboarding, and gives your team full control of the report content, production workflows, approvals and distribution.
With flexible templates, automated processes and resilient 24×7 availability, Opus Nebula helps firms reduce risk, improve reporting quality and deliver consistent, branded and personalised client, fund and regulatory reports at scale. With report and file outputs in PDF, Word, Excel, PowerPoint or as data files, the solution perfectly delivers and integrates with your digital strategy.
How Opus Nebula solves your challenges
Our world-class platform addresses the key operational, regulatory and client-experience challenges faced by investment firms, helping you streamline operational processes, simplify your infrastructure, eliminate inefficiencies and deliver accurate and personalised reports at any scale.
Reducing manual work and operational costs
Automated workflows remove all manual processes, minimise resource overheads and reduce operational complexity, allowing your teams to focus on higher-value activity.
Ensuring accuracy, compliance and data integrity
Robust and flexible data validation rules ensure that data is complete and accurate, supporting timely and accurate reporting, and adherence to regulatory standards.
Delivering branded, personalised reports at scale
Dynamic templates flex based on your data, rules and your configuration, enabling the production of highly personalised client and fund reports at any volume, with no manual intervention. Completed reports in PDF, Word, Excel, PowerPoint or as data files – ensuring perfect delivery and integration.
Simplifying integration and change management
The system integrates seamlessly with your existing data feeds, while configuration-led report template updates make it quick and easy to onboard your reports and accommodate new reporting requirements.
Driving digital transformation and efficiency
End-to-end automation, complete user control, modernises your reporting function, improving productivity, quality and reducing time to delivery.
Enhancing client experience and retention
Consistent, timely and personalised reports strengthen trust and improve the overall client experience. Being able to simply evolve the reports reinforces the relationship further.
A desire to re-design and improve the reports, automate the report production process and deliver the reports on time – every time.
Which reports can Opus Nebula help with?
Opus Nebula supports a comprehensive range of client, fund, internal, sales and regulatory reporting needs, giving your teams the flexibility to produce specialist outputs efficiently and at scale.
Produce compliant KIIDs, KIDs and related regulatory disclosures efficiently and accurately.
Read more...Automate the production of up to date bespoke presentation packs, pitch books and sales decks, giving you control over the content, and a repeatable way to deliver professional, compliant presentations every time and on time.
Read more...Automated generation and publication of branded factsheets for you, your partners and funds. Produced at fund level, share-class level and in any languages required. Embedded dynamic meta data allows for machine reading and automated distribution.
Read more...Generate personalised and comprehensive investment review packs, containing all the required data and content, including images, tables, charts, text and commentary. Laid out and branded precisely to your requirements.
Read more...Commentary of any length and shape simply integrated into the relevant pages and reports. Write commentary at any level, whether it's a company update, a mandate or strategy analysis or client specific information, it is automatically prompted for and included in the relevant reports. No manual work and no duplication.
Read more...Due to our unique content aware report processing, data validation checks and automated workflows all reports will be complete, accurate and cannot be ‘stale’.
Read more...Continuous evolution of the core SaaS reporting solution ensures new functionality, flexibility and scale are seamlessly delivered each quarter – keeping the service fresh, up to date and fully supporting all our clients’ needs.
Read more...
The fixed set-up costs and the pay-per-use model are perfect for small and medium sized organisations.
Are you suffering from 'untrue efficiency'?
If your firm hasn’t simplified its business model, optimised its structure and removed waste from its operational processes then it’s expending unnecessary resource. We call this Untrue Efficiency.
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