Investment Valuations Online
The Internet, famed for timely deliver of up-to-the-minute information, has become an important vehicle for the delivery of client reports and investment performance data. Our customers expect it, yet few suppliers provide it. Equipos Coric is a forward-thinking software suite, offering secure online access to real-time valuations via the Internet or a company’s own intranet. The additional ability to provide access to contract notes, fact sheets and other information online further enhances client ease of use and overall service satisfaction
Online valuations and online client reporting are provided by Coric Web Reporter, an additional component within the Equipos Coric product suite.
Benefits for customers include
- Instant, 24-hour access to portfolio valuations.
- Flexible views of portfolio information.
- Previous day close or real-time valuations as required.
- Quick and easy access to contract notes, fact sheets etc.
- Improved, more timely and trouble-free service.
Benefits for Independent Financial Advisors include
- Client communications that are streamlined through online access.
- Significant reduction in paper production.
- Control of access to valuation data (previous day or real-time).
- Online access to contract notes eliminates the need for separate notifications.
- Integration with CRM system optimises client profiling.
- Greater client satisfaction and retention.
Equipos Coric is a leader in the field of online client reporting and valuations. We combine ease of access with steadfast security.