Leading Canadian Asset Management Firm Selects Equipos for Client Reporting AutomationBy Equipos, PRNE
Sunday, December 12, 2010
BOSTON, December 13, 2010 - Equipos Inc, a leading global client communications software provider,
today announced that one of Canada's largest asset managers has appointed
Equipos to deploy a fully integrated and automated client reporting system
throughout the company's institutional operation by September 2011.
Under terms of the agreement Equipos will automate the acquisition of
client portfolio data from the client's core systems and use this data to
generate a variety of visually appealing reports. These reports can be
distributed via multiple channels and also stored in a secure archive.
The Equipos Coric client communications suite is an end-to-end client
reporting solution, controlled by business users via a range of easy-to-use
dashboards and automated workflow tools. Client services teams can respond
quickly and efficiently to constantly changing reporting requirements, with
little or no recourse to technical staff. Coric generates premium quality
reports, incorporating customized data and formats, as well as personalized
commentaries that can be viewed, edited or inserted as required.
Mike Hendy, Equipos Regional Manager, North America commented: "The
deployment of Coric is a strategic development for this client and it
demonstrates their commitment to deliver high quality, accurate and timely
investment reports to new and existing clients, as well as their ongoing
drive to manage costs, maximize value and minimize operational risk. We are
delighted that they selected Equipos based on the breadth Coric's
functionality, and its unparalleled performance and scalability, as well as
our proven track record in international markets."
Alan Hamilton, CEO, commented: "We are proud to welcome this major
Canadian organization into our rapidly-growing base of North American
clients. This is a perfect example of a leading international asset
management business looking to achieve excellence in client services and
significant operational savings. Equipos Coric is uniquely positioned to
deliver these benefits, through the application of industry knowledge,
experience and next generation technology."
Equipos is a leading international supplier of automated client
reporting, document management and business process management solutions for
institutional and private client investors and wealth managers. Equipos
designs, develops and delivers outstanding solutions for industry leading
asset management businesses including Northern Trust, Fairbairn Private Bank,
Hermes Fund Managers, Jupiter Asset Management, Rathbones and Rensburg
For more information email firstname.lastname@example.org or call Nicola Cowburn +44(0)207-933-8720 Kristen Kaminski +1-617-273-8033
For more information email press at equiposgroup.com or call Nicola Cowburn, +44(0)207-933-8720; Kristen Kaminski, +1-617-273-8033.
Tags: Boston, December 13, Equipos, Massachusetts