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
The future of client reporting: part 1

The future of client reporting: part 1

There are many influences affecting how the future of client reporting may evolve. Hence, this blog is split into multiple parts, each part looking at one aspect of the future model. So before considering the future of client reporting, one needs to initially consider...

read more
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...

read more
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...

read more