Technology

SimCorp Makes Further Enhancements To Its Client Communications, Reporting Solution

Eliane Chavagnon Editor - Family Wealth Report November 12, 2014

SimCorp Makes Further Enhancements To Its Client Communications, Reporting Solution

SimCorp, a provider of investment management solutions and services for the global financial services industry, has released a new version of SimCorp Coric, its client communications and reporting solution.

SimCorp, a provider of investment management solutions and services for the global financial services industry, has released a new version of SimCorp Coric, its client communications and reporting solution.

SimCorp completed the acquisition of Equipos, the client reporting firm, on March 1, 2014. The firm’s Coric Client Communications solution was re-branded as SimCorp Coric in June.

The latest release, announced yesterday, will provide institutional asset managers and private wealth management firms with additional tools that facilitate the creation of "pitchbooks," client meeting packs and other client communications.

“These capabilities have been introduced in response to demand for self-service tools that shorten the process of creating client reports and other client communications,” the firm said.

Also included in this release is enhanced support for Microsoft Excel, meaning material created within SimCorp Coric can be exported into Excel worksheets.

SimCorp is a global company, covering all of Europe, North America and Asia-Pacific. 

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