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

Data Management Capability Drives London & Capital’s Decision to Select Kurtosys for Client Reporting

Subscribe to our newsletter

Kurtosys Systems today announced that London & Capital has selected the Kurtosys Client Reporting solution for both client portfolio valuation reports and fund factsheets.

Following a market and competitor review of client reporting standards and vendor solutions, London & Capital found that there was scope for improvement in their existing reporting systems to meet client expectations for a modern and professional wealth management service. In addition, their existing report production process was characterised as having a high level of manual intervention from both the client services team and the IT department. London & Capital therefore took the decision to initiate a project to select a web based data management and reporting solution to address these challenges. An evaluation of market leading solutions resulted in Kurtosys being selected to support their client reporting requirements.

The initial phases of the implementation will focus on the delivery of the monthly and quarterly valuation reports underpinned by the configurable data management and workflow tools that are inherent in the Kurtosys solution. This will mean that London & Capital will be in a position to deploy a reporting data architecture that is built on a consistent data model designed to meet the requirements of parameterised reporting for clients as well as data consumers within the organisation. In a later phase of the project, London & Capital will benefit from the comprehensive client communications solutions stack, provided by Kurtosys, and deploy a client interactive portal for self service client reporting.

Cliff Warner, operations director at London & Capital, said: “We had previously looked at both the Kurtosys and FundWorks reporting solutions in isolation. However, the result of the acquisition of FundWorks by Kurtosys provided London & Capital with the desired technical capabilities as well as access to a significant industry domain expertise that will allow us to take our business forward and deliver state of the art reporting to our clients and achieve greater operational efficiencies.”

Mash Patel, CEO of Kurtosys, comments: “Recently published research on the key trends for the industry suggest organisations will be focusing on business agility and operational efficiency gains to build a positive growth strategy in 2010. By selecting our solution, London & Capital will be able to enhance their client service proposition thereby retaining their existing client base and attracting new business with a competitive differentiation.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: How to simplify and modernize data architecture to unleash data value and innovation

The data needs of financial institutions are growing at pace as new formats and greater volumes of information are integrated into their systems. With this has come greater complexity in managing and governing that data, amplifying pain points along data pipelines. In response, innovative new streamlined and flexible architectures have emerged that can absorb and...

BLOG

Data Usage Rights Patent is Music to the Ears of VendEx Boss

Richard Clements has a talent for explaining highly technical concepts in ways that make them sound as easy as listening to your favourite song. Which is apt, considering that the chief executive of VendEx, a vendor and data cataloguing technology provider, explains his company’s latest innovation with a guitar perched on a stand beside him....

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

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...