Wealth Management

Overcome your industry-specific challenges

Learn how SimCorp provides you with the technical foundations to support your investment strategy

Automated and customized client communications

The customer-facing nature of wealth management firms puts the need for automated client communications and reporting front-and-center. To deliver these high volumes in an automated and timely fashion requires a modern client reporting system.

SimCorp Coric is an award-winning, automated client communications solution that integrates with any data source including SimCorp Dimension or any other front-to-back solution. SimCorp Coric helps you increase transparency and communicate more effectively with your clients. Track and explain the source of investment performance with easily produced top quality targeted client reports, requiring minimal manual input.

High volume customized reporting

We live in an age of increasing personalization and consumers are demanding it in more and more aspects of their lives. You can no longer send out generic reports in a one-size-fits-all approach. Instead, you need to improve your clients’ experience with customized reporting to present the most relevant information to them. To do this efficiently and accurately, you need a system that is founded on automation, capable of supporting high volumes, as well as allowing scalability to support a global operating model.

Using SimCorp Coric, our business users now have far less reliance on IT for making ad-hoc changes to reports. The versatility and presentation flexi bility of our reporting is definitely helping Northern Trust to grow our business.
Dan Houlihan, Head of Fund Services, Northern Trust

Managing the data requirements (structured and unstructured)

You may employ a host of different and disparate systems to support your investment strategy. This requires that you can manage a host of different data sources and filter them into a single report. SimCorp Coric connects to all your data sources for your reporting needs. Additionally, we offer automated commentary capability so that fund and portfolio managers can easily add comments to reports and give it a personal touch.

Automation of distribution to web, email and print

Your customers consume information in different ways which is why it’s important that you can distribute it in the channel and format that is relevant to them. Our solution allows you to distribute reports via web, email and print in whatever format you want.

Managing client reporting-specific regulation (fx MiFID II)

Our Regulatory Center of Excellence is continuously monitoring the legal environment in order to transform national and international regulatory requirements into working SimCorp solutions before the regulation kicks in. By helping you streamline processes around regulation and reporting, you not only ensure compliance, but also stand to gain from early and efficient adoption.