Private Client Reporting Solutions →
For Client Service Managers
Equipos solutions drive leading edge, client-centric communications environments. You can see at a glance all the information your clients need, and you can manage this information to yield highly presentable output. Equipos Coric reports can be customised for each client automatically, resulting in professional online or printed valuations, reports, fact sheets and market data.
What will Equipos do for you?
Private Client Services Managers can
- Approve high numbers of customised reports quickly and easily.
- Display ‘close of play’ or real-time client valuations on line in seconds.
- View and edit personalised commentaries, for insertion into individually customised client reports, within your familiar desktop environment.
- Selectively check UHNW or ‘Special Client’ reports quickly and easily.