Cloud-based Client Reporting Service FAQs

Cloud-based Client Reporting Service FAQs

There’s some confusion about how our cloud-based client reporting service works, and how users (reporting teams within investment firms) interact with the system to produce reports so this short blog has been written to address some of the more frequently asked...

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Reporting as a Service Explained

Reporting as a Service Explained

A few people I’ve spoken to recently were a little confused about Reporting as a Service. They thought that Reporting as a Service was to outsource the production of your client and fund reports, using a separate and third-party team of people to gather the data,...

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Reporting Governance

Reporting Governance

When someone hears the term “reporting governance” they tend to immediately think of the FCA and the various standards and COBS (Conduct of Business Sourcebook) that shape and direct their internal reporting procedures. However, there are other forms of reporting...

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A stepping stone to reporting simplicity

A stepping stone to reporting simplicity

Many investment firms’ operations and systems are complex and so is their client reporting. This can be for a number of reasons and is often due to systems that were inherited or have been part of the business for years. Trying to simplify this situation can be...

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Client reporting industry trends

Client reporting industry trends

As the provider of Reporting as a Service (RaaS) a cloud-based client and fund reporting solution, we meet and talk to a lot of investment firms about their reporting and broader client communications. Always on the agenda is: what they’re doing now and what they...

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Fund Factsheets, hygiene factors and trends

Fund Factsheets, hygiene factors and trends

Fund factsheets; they are everywhere but are they good enough? Firms that manage and promote funds, OEICs, Investment Trusts, ETFs, NURS etc., all need fund factsheets to market, promote and provide basic information to investors and potential investors but are they...

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Flexibility vs Maintainability

Flexibility vs Maintainability

All investment firms need a flexible client reporting system, so that they can accommodate the various reporting requirements of all their clients. A hot topic for these firms is flexibility when producing fund factsheets. Ideally, and a growing trend, is that fund...

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Economies of scale, don’t scale?

Economies of scale, don’t scale?

A friend recently told me that he thought that often “economies of scale – don’t scale”. Which is an interesting conundrum. He contended that “management overhead” and “additional layers of hierarchy” are introduced into a typical operating model as the organisation...

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Knowledge only comes from Experience

Knowledge only comes from Experience

“Information is not knowledge. The only source of knowledge is experience”. Thank you, Albert Einstein, for that insight. It is a well-known fact that people are best placed to start a client reporting project just after they’ve finished one. The knowledge gained from...

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Client Reporting MI and KPIs

Client Reporting MI and KPIs

Does your current client reporting system allow you to accurately measure your KPIs and target areas for improvement? Can your existing team and systems cope with more demanding timelines, higher reporting volumes and more complex reports? Is your client reporting...

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Managing the KIIDs

Managing the KIIDs

It’s that time of year again, when the UCITS KIIDs need to be refreshed, republished and re-distributed, all within 35 business days of the calendar year end. It's time to start managing the KIIDs. It should be easy… right? Maybe not. Perhaps there’s a few hidden...

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MiFID II Post-sale reporting ready-to-go!

MiFID II Post-sale reporting ready-to-go!

With less than 6 months until MiFID II, many firms are concerned they have left their solutions too late, or solutions will take too long to implement. With Opus Nebula’s Reporting as a Service solution for MiFID II Post-sale reporting there is still time to provide...

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Client Reporting vs Client Servicing

Client Reporting vs Client Servicing

Written by Andrew Sherlock (Opus Nebula Director/ Co-Founder) I agree with so much that has been written, and echo many of Jackie’s comments and observations. Especially where firms seem to be confusing client reporting with client service, and expending greater...

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Client Reporting Team Nightmares…

Client Reporting Team Nightmares…

A revised data file, or data files, are received after the client reporting process has started. A few questions that may immediately spring to mind: Are there any data changes? What’s the impact of the changes? Which reports will need to be re-run? Have any impacted...

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Client reports taking too long to complete?

Client reports taking too long to complete?

Does the report production and the monitoring and tracking rely on manual processes? Is the commentary difficult to integrate, and fit to the space available? Does versioning get out of control, with any updates and last minute changes? Does the distribution process...

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