Wealth Managers

Many Wealth Managers operate with older legacy systems and manual processes that have been supporting their business for many years. Often these older systems are inflexible and require considerable time and effort to maintain and develop. The manual processes hinder scale and reduce accuracy.

When it comes to reporting to clients, Wealth Managers need flexible systems, able to produce personalised reports at scale for their clients, including commentary and a cover letter, reliably and on-time, every time. Changes to reports should be easily accommodated and swiftly made.

Wealth Managers are currently facing some significant challenges; on the one hand there’s increased downward pressure on fees and revenues, and conversely there’s a growing requirement from their clients for improved reporting; more content, more personalisation and relevance, and more timely.

This seemingly impossible tension between “doing more with less” can be resolved by using Reporting as a Service for your client reporting.

Reporting as a Service

Reporting as a Service fully automates the entire end to end reporting process, from data collection and data validation, through report rendering and production to review and sign off. Signed off reports are automatically distributed and are stored with their individual audit trail. Reporting as a Service delivers the highest levels of reporting flexibility, consistency and quality.

Our clients choose us because we revolutionise and simplify their client reporting and servicing, by providing a world-class reporting solution in the shortest timescales available, with fixed set-up fees and pay-per-use pricing for ongoing production.

Reporting as a Service is securely hosted in the Microsoft Azure cloud, bringing unlimited scale and capacity to the client reporting process.

We take care of the system while you take care of your clients – it’s a simple and effective model.

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

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.

“Data files were dynamically linked so that any changes to the data could be immediately reviewed within the report output.”

Edinburgh Partners

“CCLA are now able to provide extremely high quality, bespoke and personalised reporting to our clients”

Head of Operations, CCLA

“Working with Opus Nebula is the first time I have ever seen a client reporting project delivered on time and to budget.”

CEO, RPMI Railpen

“Having the entire end-to-end reporting process managed and controlled by a set of user-friendly dashboards provides a level of control and oversight that would be difficult to achieve any other way”

Jonathan Mundy, Head of Projects, Edinburgh Partners

“The fixed set-up costs and the pay-per-use model are perfect for small and medium sized organisations.”

Chief Technology Officer, CCLA

“Throughout the project Opus Nebula’s ongoing support and responsiveness was a significant factor in helping us to meet our deadlines.”

IT Programme Manager, RPMI Railpen

“Opus Nebula’s Reporting as a Service solution allows us to simply and effectively produce reports for our clients. The set up was quick, cost effective and straight-forward.”

Ken Fraser, Client Relations Partner, Edinburgh Partners

“The Opus Nebula Reporting as a Service solution produces highly bespoke reports for each of CCLA’s top tier clients in a vastly reduced timeframe”

CCLA

“Opus Nebula has enabled LCIV to automate its client reporting, reduce reporting times and mitigate process risk.”

Brian Lee, COO, London CIV

“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.”

Edinburgh Partners

“We are now able to deliver a superior level of service to our clients with greater cost efficiency.”

IT Programme Manager, RPMI Railpen

“We saved over 80% of costs by utilising the Opus Nebula Reporting as a Service solution against
an in-house build.”

CCLA

“Edinburgh Partners are able to continue to provide bespoke and personalised reporting to our clients, utilising systems and processes that are insensitive to volume and future-proofed.”

Head of Projects, Edinburgh Partners

“Opus Nebula has enabled Railpen to fully automate the reporting processes leading to significant improvement in the consistency and quality of reports, while simultaneously reducing process risk”

IT Programme Manager, RPMI Railpen

“This simple to use solution is definitely helping CCLA to service our clients better and to grow the business.”

Head of Operations, CCLA