SS&C Technologies, a Windsor, Connecticut-based provider of financial software and software-enabled services, reports that Salt Lake City-based Albion Financial Group, a registered investment advisor with $900 million in assets under management, has selected its cloud-based client reporting solution. The SS&C solution, known as the Investment Management Intelligence Cloud, “aggregates data [from front, middle and back-office… Read More >>
More Firms Buy Than Build Analytics Systems for PM
Financial services firms are trending toward buying third-party solutions when they face the build-or-buy decision for implementing a performance measurement analytics system as revealed by panelists at Financial Technologies Forum’s Performance Measurement 2015 conference, held yesterday in New York City. The panel featured industry participants on hand to dissect the most important issues to keep… Read More >>
Eaton Vance Picks SimCorp for Client Reporting
SimCorp, a provider of investment management solutions and services for the financial services industry, reports that Eaton Vance Management, an investment management firm, has opted to make SimCorp’s Coric the new client reporting and communications platform for both its own operations and for its “majority owned affiliates,” including Parametric and Atlanta Capital Investment Managers. Eaton… Read More >>
Aite: Firms Need Better Client Reporting
Improving client reporting capabilities is near the top of many wealth management firms’ to-do lists, and if it’s not, according to two recent reports by market research firm Aite Group, it should be. The new reports “Client Reporting in Wealth Management: An Advisor Perspective” and “Client Reporting in Wealth Management: A Vendor Review,” indicate that… Read More >>
Aite: Client Reporting Needs a Refresh
Client reporting platforms need to change along with the trends in the securities industry by providing “more extensive, in-depth, flexible and reliable” reports, according to findings from market research firm Aite Group. The report, “Stand-Alone Client Reporting Platforms for the Institutional Market: Beyond the Basics,” says customized and high-quality client reporting has become more important… Read More >>
Digitization and the Web Help Advance Client Reporting
Client reporting, the essential deliverable from performance measurement infrastructures and practices, is evolving as revealed by the questions on the table at a recent panel discussion part of Performance Measurement New York, a one-day event for professionals, held in midtown Manhattan. Of course, definitive answers to the questions weren’t necessarily expected from a single session,… Read More >>
