SimCorp Coric Web Reporter

Utilize a cutting-edge online reporting portal

Anytime, anywhere access and self-service custom report delivery

SimCorp Coric Web Reporter delivers a self-service, online reporting portal that enables private wealth and institutional asset management firms to improve service, enrich client experience, increase loyalty, and reduce costs. The solution is used in combination with SimCorp Coric Client Communications.

Deliver best-in-class custom online reporting

Access to information and client self-service via online and mobile channels has become a way of life. SimCorp Coric Web Reporter enables leading investment management firms to respond by empowering their clients to view customized valuation reports and other client communications, whenever and however they want.

Key Features

SimCorp Coric Web Reporter allows client services teams, relationship managers, and fund managers to:

  • Design and build unlimited webpages or websites, in exactly the same way as a printed report page would be generated using SimCorp Coric Layout Builder
  • Publish templates online or via a website, using the same data collation and modeling processes already in place for static paper-based output
  • Automatically create pitchbooks and client meeting packs that incorporate client customizations
  • Access and view client portfolios on-demand, via a PC, tablet device, or smartphone, via a high security multi-level authentication sequence
  • Customize views including sorting, grouping, adding, and removing columns
  • Sort and group table-based data, as well as output directly to Excel
  • View user-defined date-ranged valuations
  • View and download historical client reports from the archive
  • Maintain preferences online
  • Collaborate with fund managers, relationship managers, or clients via secure instant messaging
  • Save spend on paper, consumables and couriers, which supports environmental policies too
✕

SimCorp Coric

Standalone or integrated

SimCorp Coric is a cutting-edge and flexible client communications suite that can be deployed as standalone solution, either hosted or on-premise, or as an integrated solution embedded within SimCorp Dimension.

Read more about SimCorp Coric
We will have one of our experts contact you within 48 hours.

Let our experts assist you with your inquiry

Your inquiry is important to us and our dedicated specialists are committed to assisting you.
During the initial discussion, we would like to hear more about the challenges you face, so that we are able to provide the most relevant information to you.
To help us prepare for a productive discussion, kindly fill out the form and we'll have one of our dedicated consultants contact you.
Tell us about yourself. We collect your general information so we know with whom we are speaking and how best to reach you.
We respect your privacy rights.
Please provide your comment
First Name *
Last Name *
Business Email *
Company *
Title *
Country *
Work Phone *
Why are you interested in learning more about SimCorp's investment management solution? Understanding the background for your request helps us tailor the information we present to you.
In which area(s) of SimCorp's enterprise solution are you interested? Insight into your special areas of interest enables us to focus on the functional domains most relevant to you.
We respect your privacy

Thank You!