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The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

Netik Packages Information Portal for Money Managers and Investor Services Firms

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.”

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