Jan 09, 2023

This research provides an overview of challenges asset managers face in creating client reports, especially related to customization, lack of automation, and data quality. It also provides assessments of vendor systems that support client reporting.

Areas covered include an overview of trends we see in client reporting, our perspectives on the vendor landscape, and we describe core client reporting functionality. We also evaluate these client reporting systems: Assette, Factbook: Studio 10, FactSet: Vermilion Reporting Suite (VRS), Kurtosys, Opus Nebula: Reporting as a Service (RaaS), SimCorp: Client Communications, and SS&C Technologies: Vision FI. We also include additional information on offerings by Clearwater Analytics, Instinct Digital, Neoxam, and Satuit.

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