Equipos Coric Product Suite

The Equipos Coric product suite is a comprehensive platform providing advanced, customisable document management and client reporting solutions.

Various configurations are available out-of-the-box, covering all aspects of document management and client reporting, from low-volume institutional to high-volume private banking. Once installed, default configurations allow the platform to be moulded into your perfect implementation of document management and/or client reporting.

Built on the latest Microsoft architecture, Equipos Coric provides tools at every required user level to satisfy the most sophisticated requirements. Configuration lies at the core of Coric; template-based design studios allow user-level customisation, workflow build and final interface design.

Straight Through Reporter

Advanced client reporting including data modelling, data maintenance, document design and report production.

Web Reporter

Secure web portal for client reporting data and documents capable of easy third party white labelling.

Document Manager

Corporate browser-based document management, comprehensive workflow and automated document capture.

Business Process Manager

Graphical workflow studio providing full control over document management, workflow and client reporting.

 

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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