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Investor / Client Reporting & Communications Systems

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Find client reporting systems and solutions, listed in our vendor directory, available to fund managers and asset managers. Use our research platform to analyse and evaluate solutions, which provide investment and fund reporting and communications functionality required by support report compilation, generation and dissemination of reports, fund data sheets, KIID, PRIIP, KIDs and online reporting.
  • Factbook Client Reports Factbook
    Factbook Client Reports™ allows you to meet the growing demands from retail and institutional clients for more detailed and tailored information…
  • Factbook DDQs Factbook
    Factbook DDQs is the complete solution for the automation of Request for Information, Request for Proposal and Due Diligence Questionnaires. Fac…
  • Factbook Factsheets / Fact sheets Factbook
    Factbook Factsheets™ is a fully automated factsheet production and delivery solution. The solution can accommodate any design template and any n…
  • Factbook Pitchbooks Factbook
    Ever wondered how to automate pitchbooks? Factbook Pitchbooks™ is designed to be a powerful yet user-friendly tool and its interface will be fam…
  • SimCorp Coric SimCorp
    SimCorp Coric is a single platform that manages enterprise-wide investor communications. It automates manual processes, keeps accurate records,…
  • ClientRep - Custom Investor/Client Reports for Wealth/Asset Mgmt Firms UNAPEN, Inc.
    Mass Production of Institutional, Private Client & Family Office Client/Investor Reports Personalized for Each Client The ClientRep™ portfolio…
  • Pages SS&C Technologies
    By meeting your clients' communication needs, you can distinguish yourself from your competitors. Pages is a powerful client communications solu…
  • iPlus 3 Integrated Publishing Solutions Ltd. (integrate)
    iPlus from Integrated Publishing Solutions Ltd (integrate) is a publishing, workflow, data and brand management application. iPlus gives clients…
  • Unity Performance Reporting Confluence
    Performance Reporting Confluence performance reporting solutions automate the calculation of fund, portfolio and composite returns while providi…
  • Global Gateway SS&C Technologies
    Investment Accounting, Reporting and Analytics for a Broad Range of Asset Classes SS&C Global Gateway gives insurance firm investment managers t…
  • NIC Insured Connect LLC
  • Reporting as a Service Opus Nebula
    Opus Nebula provides Reporting as a Service® for client and fund reporting. Powered by the multi award winning SimCorp Coric reporting engine, a…
  • Focus:Wealth Focus Solutions Group Ltd
    Engage. Retain. Deliver. Transforming client engagement for wealth managers and private banks. Focus:wealth simplifies, streamlines and automate…
  • Intelledox Infiniti platform Intelledox
    Intelledox Infiniti is a solution-ready, low-code platform that empowers businesses to digitally transform paper- and forms-based manual busines…
  • Jacobi Jacobi
    Jacobi is a solution for complex multi-asset investment processes. A typical investment group works with more than two dozen different applicati…
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