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.

Jacobi Jacobi
Jacobi is a solution for complex multi-asset investment processes. A typical investment group works with more than two dozen different applicati…
SideDrawer Platform SideDrawer Inc.
The SideDrawer platform includes a consumer facing mobile app, and a dashboard for the Pro, or professional service provider (Estate Lawyer, Adv…
SatuitCRM Satuit Technologies
Satuit Technologies is the premier software solutions provider for buy-side asset management, hedge fund, wealth management, private equity, and…
Corporate Finance Data Analytics and Client Insight i2i Logic
i2i Logic combines the best available corporate financial data with your company spreads to generate insight and drive the market activity of yo…
Romulus - Intelligent Document Processing ROMULUS
Financial Services firms receive millions of documents each day from customers, vendors, service providers, counterparties and others that conta…
Backstop Investor Relations Backstop Solutions Group
Our offering covers Investor Account Management, Investor Relationship Management and Investor Reporting. Backstop's powerful investor account m…
Backstop Portal Backstop Solutions Group
Backstop Portal Backstop Portal is a fully customizable, web-based reporting portal that helps to satisfy the increasingly heavy demands of inv…
Backstop CRM Backstop Solutions Group
Backstop CRM – Client Relationship Management software – is an awardwinning, centralized database that empowers you to continually and effective…
Croesus Advisor Croesus
To stand out, you need reliable technology that’s adapted to your needs. Croesus Advisor, our portfolio management software, offers you a variet…
WealthMapper Tietoevry
WealthMapper: Comprehensive wealth management with goal-based planning The tool allows the banks and insurance companies to provide a comprehens…
LISSIA EXL Service
LISSIA Expert has been designed as a general purpose Financial Services Management and Administration System and fully developed for the Life As…
PFTPro Suite Prometeia
PFTPro is a Wealth Management digitalization suite which supports the entire investment process. It is composed of independent, yet tightly inte…
BooX Platform Asseco Poland S.A.
Asseco BooX, the Bank out of the Box. We craft digital banking experiences that change the competitive game for you and your customers. Our team…
Insurance-in-a-Box Tietoevry
Tietoevry Insurance-in-a-box (iiB) for Life, Non-life and Health insurers Insurance In a Box is an open ecosystem enabling modular platform solu…
HCL's MODE 1-2-3 STRATEGY HCL Technologies
HCL’s Mode 1-2-3 strategy helps future proof our customers' business, by deploying a concurrent, three-point spotlight on the existing core of t…

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