Client reporting. The next generation...today.

 

High net worth clients and institutional investors expect accurate, high quality client reports, delivered in a presentable, timely manner. There is no room for compromise.

 

Client services managers in asset management, private banking and institutional investment environments use Equipos Coric to control the delivery of client information, efficiently and seamlessly. We see what's ahead to create forward-thinking, print and web-based client reporting solutions that deliver premium results.

 

For many of our clients Equipos Coric has become a core component of their risk management strategy. Discover how leading international financial institutions such are Northern Trust, Rathbone Investment Management, Rensburg Sheppards and Fairbairn Private Bank are working with Equipos to automate client communications and deliver innovative client reports in a timely manner across multiple channels.

Equipos is a thriving, growing business. We're currently recruiting Research & Development, Professional Services and Marketing/Administration professionals in the UK and North America. View available positions  
 

Latest News

21 Jun: Hermes appoints Equipos to deliver enhanced client communications Read more...

20 May: Equipos demonstrates Coric on a smart phone to 70 delegates at the Equipos Spring 2010 Client Conference

29 Apr: Equipos sponsors 3 showcase client reporting events in Europe & North America

08 Mar: Fairbairn Private Bank enhances client communications Read more...

08 Feb: View sample client report here

14 Dec: Rensburg Sheppards goes live Read more...

12 Nov: Northern Trust selects Coric STR Read more...

Meet us!

North America

TSAM North America      September 14, New York

Europe

Fund Forum International 2010 Jun 29/Jul 2, Monaco

Shorex Wealth Management Forum October 19/20, Geneva

Client Reporting & Servicing 2010            November 17/18, London

TSAM UK 2011                 March 2011, London

Asia Pacific

Shorex Wealth          Management   Forum                                  April 13/14 2011, Singapore 

 More event information

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