Blog

All client reporting teams suffer at some point with last-minute changes to their regular client reporting. These changes can emanate from a variety of sources and can negatively impact the production and distribution of the reports. Here’s 2 tips on how best to deal...

Good client service is asking what the clients want – and giving it to them. The same is true of quality client reporting – ask the clients what they want and give it to them. Very easy to say, but often difficult to do. Why is that? There are many reasons, read on to...

At first glance, there may be few similarities between buying a new car and buying a new client reporting system. However, in fact there’s much we can learn from the motor trade that’s helpful to selecting a new reporting system for your client and fund reports.When...

What is the link between a “blank piece of paper” and an “iceberg”? This is indeed a strange question and there appears no clear or obvious link, perhaps even less obvious and less clear as it relates to client reporting?The blank sheet of paper… Many client reporting...

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. Moving from every 6 months to quarterly reporting presents an operational headache and increased risk for some...

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...

What are forthcoming key trends that will shape the Wealth Management and Asset Management industries, and specifically what are we likely to observe in the client reporting space as a result of these trends and business pressures? The following short text is an...

One of the challenges facing wealth and asset managers right now, is the ability to display and update data, text and commentary on their website, on a timely and accurate basis AND (if that isn’t hard enough on its own) wealth and asset managers must also update, at...

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...

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...

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...