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

Netik Packages Information Portal for Money Managers and Investor Services Firms

Subscribe to our newsletter

Netik has packaged its Netik Information Portal to create pre-configured reports and queries in a hosted environment as a service for money managers and investor services firms. The vendor indicates that it has leveraged the intellectual property of its core offering, Netik InterView, to create this fully managed service.

Netik’s solution aims to provide transparency on information regardless of its origin and tie together all types of data across the investment value chain including party of interest, market and reference data, portfolio accounting and performance, attribution and risk analytics. According to the vendor, the portal enables multi-channel distribution for end customers and users via online web-based inquiries, scheduled reports, dashboards, multi-dimensional cubes, periodic report packs and data extracts.

John Wise, CEO of the firm, claims that it provides a solution for customers that need to see a significant reduction in the end to end operations cost of reporting. “Customers of Netik’s Information Portal can expect to see a reduction of up to 30%, dependant upon their specific requirements. Such cost savings are a direct result of Netik’s process automation, operational team and proven client reporting platform,” he adds.

The vendor claims its Netik Information Portal is a programmer free environment for both internal users and external customers. It provides users with the ability to create new reports and queries that can be modified by the user and added to their own library, says Wise.

Netik’s global data operations team check the collection and validation of data across multiple data sources on behalf of the client services team with a view to expediting reporting, says the vendor. In addition to these services, Netik claims its team can make any changes to reports quickly turned around within hours at month end, based on the governance of a proven framework of SLAs.

Wise concludes: “In the wake of recent events, firms have again realised the urgent need to achieve excellence in the complex data management that supports client reporting, online inquiries and business intelligence. This means excellence in coverage and acquisition of data, its cleansing and aggregation – all strictly governed by process workflows that nevertheless allow customisation by internal and external users. Crucially, clients can achieve rapid time to market for new deliveries and custom changes.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Navigating a Complex World: Best Data Practices in Sanctions Screening

As rising geopolitical uncertainty prompts an intensification in the complexity and volume of global economic and financial sanctions, banks and financial institutions are faced with a daunting set of new compliance challenges. The risk of inadvertently engaging with sanctioned securities has never been higher and the penalties for doing so are harsh. Traditional sanctions screening...

BLOG

Meta Integration Drives Lineage Technology Directly to Clients

Meta Integration founder and chief executive Christian Bremeau loves cars. He speaks animatedly about motor racing, is a fan of the UK TV driving show Top Gear and admires its controversial former presenter Jeremy Clarkson. His fascination with the motor car also extends to his portrayal of Meta Integration’s newest product, MetaKarta, a metadata management...

EVENT

AI in Data Management Summit New York City

Following the success of the 15th Data Management Summit NYC, A-Team Group are excited to announce our new event: AI in Data Management Summit NYC!

GUIDE

Regulatory Data Handbook 2025 – Thirteenth Edition

Welcome to the thirteenth edition of A-Team Group’s Regulatory Data Handbook, a unique and practical guide to capital markets regulation, regulatory change, and the data and data management requirements of compliance across Europe, the UK, US and Asia-Pacific. This year’s edition lands at a moment of accelerating regulatory divergence and intensifying data focused supervision. Inside,...