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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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4 reasons to stop producing fund level factsheets

4 reasons to stop producing fund level factsheets

A number of firms produce fund factsheets at “fund” level, rather than at the “share class” or “share series” level. The reasons for this tend to be historic and are often governed by the flexibility of the firms’ reporting systems, or perhaps the lack of reporting...

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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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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.