Institutional Client Reporting Solutions →
For Client Service Managers
As a manager caring for clients and their funds you must see at a glance all the information they require, and you must be able to manage this information quickly and easily. Equipos Coric provides a leading edge, client-centric communications environment. Coric is fully customisable for each client, enabling the delivery of professional online or printed valuations, reports, fact sheets and market data.
What will Equipos do for you?
Institutional Client Services Managers can
- Deliver top quality reports with customised data and formats.
- Manage simple or highly complex approval cycles for client reports, using simple dashboard style displays.
- Instantly print or display online ‘close of play’ or real-time client valuations.
- View and edit personalised commentaries, for insertion into individually customised client reports, within your familiar desktop environment.
- Quickly and easily make document or data changes, in an audited and versioned environment.