Investment Reporting

Enhanced client experience. Increase reporting productivity. Future-proofed solution.

Client reporting is a cornerstone communication between an investment firm and its clients. Reporting as a Service is a highly automated client reporting solution which out of the box enables your reporting team to simply produce individual reports for your clients; efficiently, reliably, and at scale.

Bespoke Reporting

Investment reports that dynamically flex the content depending on the client, the investments and other data, create highly personalised reports, at scale. The inclusion of written commentary provides a further level of personalisation that further enhances the report.

Fully Automated and Error Free

Reporting as a Service fully automates the entire production process. From data ingestion and validation, through the report production, publication and review process, to the automated distribution of reports. No manual processes and no manual errors.

A Future-proofed Solution

Future-proof your reporting; the core service is updated every 3 months to ensure it still provides all the flexibility and functionality you need. Hosted in the cloud – there’s nothing for you to install.

Responsive to Change Requests

Specific enhancements or changes to reports are simply accommodated and typically delivered within 48 hours. Ensuring that your clients always receive great service and an up to date and highly personalised investment report.

Meeting Packs

Create bespoke meeting papers in less than 5 minutes; select just the elements you want to include in the pack, and the system will immediately produce the update report for the meeting. Client service at its best.

Remain in Control

Your reporting team manages the report production process and remains the key contact point with your clients. Like all great solutions, our reporting service is simple to understand and use. Your data, your team, our system, your reports.

Visit our solution pages to discover the features and benefits of Reporting as a Service.

Fund Factsheets
Commentary Management
Content Aware Reports
Future-proof your Client and Fund Reporting

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.

“Edinburgh Partners are able to continue to provide bespoke and personalised reporting to our clients, utilising systems and processes that are insensitive to volume and future-proofed.”

Jonathan Mundy, Head of Projects, Edinburgh Partners

“Opus Nebula has enabled Railpen to fully automate the reporting processes leading to significant improvement in the consistency and quality of reports, while simultaneously reducing process risk”

IT Programme Manager, RPMI Railpen

“Data files were dynamically linked so that any changes to the data could be immediately reviewed
within the report output.”

Edinburgh Partners

“The user dashboards are simple, powerful and fast”

Manager, Investment Reporting

“Edinburgh Partners select Reporting as a Service to replace their legacy reporting system; initially providing “like-for-like” reports whilst delivering enhanced flexibility, scalability and a future-proof model.”

Edinburgh Partners

“Opus Nebula’s Reporting as a Service solution allows us to produce world-class reports for our
clients. The set up was quick, cost effective and straight-forward.”

Head of Operations, CCLA

“The Reporting as a Service solution provides a speed of set-up that is simply not possible with more traditional models”

Head of Projects, Edinburgh Partners

“No stale reports with Reporting as a Service”

Reporting Team Leader

“We are confident that we have selected the right partner to deliver the solution and to work closely with us as our business evolves.”

Ken Fraser, Client Relations Partner, Edinburgh Partners