Asset Servicers

Improve your reporting capability, simplify your model and be more efficient.

Improved reporting flexibility, improved reports, improved service.

Many asset servicers and document production firms suffer with older and less flexible reporting systems. This causes delays in initial set up, implementing changes and creates pressure within the regular reporting cycle. These inefficiencies mean additional cost.

These firms need a highly automated, flexible and exception-based reporting solution – but don’t need the time, cost and effort to build one.

Integrating with a world-class cloud-based reporting solution provider is cost effective, brings increased reporting flexibility, accuracy, scale, and future-proofs your model.

Reporting as a Service

Reporting as a Service is an end to end reporting solution, that contains all of the flexibility and functions that you’d expect from a world-class reporting system – delivered out of the box and configured to your requirements and those of your clients.

Rather than retaining an older inflexible system, or expending significant time, effort and risk building your own new system, asset servicers should look to partner with Opus Nebula and use Reporting as a Service for all their reporting requirements now and in the future.

Some key features of Reporting as a Service are noted below. Please contact us to discuss your requirements in more detail and to see a demonstration of the full system and see how it can integrate into your operating model.

Data Ingestion

Golden source data is ingested directly from your systems, transformed, validated and stored in our proprietary data mart ready for reporting.

Future-proofed

Continuous investment and quarterly core updates ensure Reporting as a Service remains up to date and able to cater for all your clients’ needs, today and into the future.

Functionality

Tables, text, charts, commentary, images – all simply accommodated. Dynamic templates automatically flex to position and display content to your precise requirements. Multiple brands simply configured and automatically applied. All regions and languages supported.

Exception Based Processing

A fully automated end to end system and exception-based processing means that existing reporting teams can manage and produce more complex reports, with additional content and at greater volume.

Guaranteed Accuracy

Powerful data ingestors ensure the data is received and validated prior to report production. The “content aware reports” mean that all data and content changes are automatically captured, and the reports updated. Dynamic and self-checking templates ensure that everything fits on the page. Perfect reports – guaranteed.

Ease of Use

The simple user interface allows your reporting teams to manage and control the entire end to end report production and distribution process. With summary dashboards, detailed workflow screens and automated reminders, the system undertakes all the processes leaving the reporting team to manage the function.

Full Audit Trail

A full audit trail is automatically produced for each report, providing full details of every step of the report’s creation, review and distribution.

“We are confident that we have selected the right partner to deliver the solution and to work closely with us as our business evolves.”

Ken Fraser

Client Relations Partner, Edinburgh Partners

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

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.