Client Reporting & Engagement
Deliver the best-in-class client reporting for your end investors
Choose the model that works for you
Our client reporting & engagement solutions gives you the power and flexibility to create a better client experience tailored to evolve with your clients. Our client reporting solution provides a new level of clarity and control with our innovative reporting solution.
Our Client Reporting & Engagement solution as part of the integrated platform SimCorp One, gives you a valuable toolkit of client engagement resources, including standard and custom reports, factsheets, fund and market performance commentaries, client meeting packs, and presentations. Our solutions can be adapted to your preferred reporting cadence and can deliver information through various digital channels, including one that we provide.
Business user templates
Empower business users by reducing reliance on technology. Create templates efficiently, with easier maintenance and support for faster client delivery.
Workflows
Achieve timely and exceptional results with an intuitive user dashboard designed for effortless content approval and seamless production cycle monitoring.
Connectivity
Source data from one or multiple places using various technologies, with options for upstream initiation and different content delivery formats, including digital.
Performance
Expand system performance as needed to meet production deadlines efficiently and effectively.
Enhanced client experience
Deliver reports in various formats tailored to each client’s needs, including placement on digital portals, one of which we offer as part of our solution.
Digital Engagement Platform
Access a white-labeled digital portal where clients can access reports generated by SimCorp One, create self-sufficient reports, and interact with dashboards for an enhanced client experience
Why partner with us?
Trusted by top tier firms for client reporting
Investment managers who enhance their reporting capabilities gain a competitive advantage. With SimCorp’s Client Reporting and Engagement solution, you’ll meet reporting requirements and deliver outstanding client service that builds loyalty and trust.
Clear commitment to future roadmap and services
Our clear and robust solution roadmap supports your client reporting and engagement initiatives. We reinvest 20 percent of our revenue in R&D helping our clients stay ahead of ever-changing industry demands. Our team of experts, who have been with SimCorp for many years, support our clients in their digital transformation projects.
Make your client reporting a success
As your one-stop shop for all your client reporting needs, we are trusted by leading investment managers to scale and enhance client reporting. By delivering timely reporting and faster time to market, we help you elevate the client experience and boost retention rates.
Empower investors with self-service
As part of our client reporting offer, our cloud-native digital engagement platform provides clients with access to their own reports linked to our client reporting solution, along with self-service reporting capabilities.
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