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...

read more
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...

read more
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...

read more
The future of client reporting: part 4

The future of client reporting: part 4

As you might expect there are many different aspects to how the future of client reporting will evolve. Hence this blog is split into multiple parts, each part looking at a different element of the future model. This is the fourth and final blog of the series. In the...

read more
The future of client reporting: part 3

The future of client reporting: part 3

As you might expect there are many different aspects to how the future of client reporting will evolve. Hence this blog is split into multiple parts, each part looking at a different element of the future model. This is the third blog of the series. In the first blog...

read more
The future of client reporting: part 2

The future of client reporting: part 2

As you might expect there are many different aspects to how the future of client reporting will evolve. Hence this blog is split into multiple parts, each part looking at a different element of the future model. This is the second blog of the series. In the first blog...

read more