About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Leading Canadian Asset Management Firm Selects Equipos for Client Reporting Automation

Subscribe to our newsletter

Equipos, a global client communications software provider, today announced that one of Canada’s largest asset managers has appointed Equipos to deploy a fully integrated and automated client reporting system throughout the company’s institutional operation by September 2011.

Under terms of the agreement Equipos will automate the acquisition of client portfolio data from the client’s core systems and use this data to generate a variety of visually appealing reports. These reports can be distributed via multiple channels and also stored in a secure archive.

The Equipos Coric client communications suite is an end-to-end client reporting solution, controlled by business users via a range of easy-to-use dashboards and automated workflow tools. Client services teams can respond quickly and efficiently to constantly changing reporting requirements, with little or no recourse to technical staff. Coric generates premium quality reports, incorporating customised data and formats, as well as personalised commentaries that can be viewed, edited or inserted as required.

Mike Hendy, Equipos regional manager, North America commented: “The deployment of Coric is a strategic development for this client and it demonstrates their commitment to deliver high quality, accurate and timely investment reports to new and existing clients, as well as their ongoing drive to manage costs, maximise value and minimise operational risk. We are delighted that they selected Equipos based on the breadth Coric’s functionality, and its unparalleled performance and scalability, as well as our proven track record in international markets.”

Alan Hamilton, CEO, commented: “We are proud to welcome this major Canadian organisation into our rapidly-growing base of North American clients. This is a perfect example of a leading international asset management business looking to achieve excellence in client services and significant operational savings. Equipos Coric is uniquely positioned to deliver these benefits, through the application of industry knowledge, experience and next generation technology.”

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: How to maximise the use of data standards and identifiers beyond compliance and in the interests of the business

Date: 18 July 2024 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Data standards and identifiers have become common currency in regulatory compliance, bringing with them improved transparency, efficiency and data quality in reporting. They also contribute to automation. But their value does not end here, with data standards and identifiers...

BLOG

Commonwealth Bank of Australia Approved as LEI Validation Agent

The Commonwealth Bank of Australia (CBA) has become a Validation Agent in the Global Legal Entity Identifier System (GLEIS). It is the first agent in Australia and the second announced this month following the appointment of MNS Credit Management Group in Delhi, India. CBA’s approval as a Validation Agent comes ahead of a regulation update...

EVENT

TradingTech Briefing New York

Our TradingTech Briefing in New York is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and offers a day packed with insight from practitioners and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

GUIDE

What the Global Legal Entity Identifier (LEI) Will Mean for Your Firm

It’s hard to believe that as early as the 2009 Group of 20 summit in Pittsburgh the industry had recognised the need for greater transparency as part of a wider package of reforms aimed at mitigating the systemic risk posed by the OTC derivatives market. That realisation ultimately led to the Dodd Frank Act, and...