Netik delivers reporting solutions based upon the Securities Industry’s leading Data Warehouse and Investment Hub via the company’s Netik InterViewTM product. Netik InterView forms an information source for reporting that is a firm’s ‘single version of the truth’ (SVOTTTM) providing ready access to a powerful combination of portfolio (or fund) accounting data, performance attribution and return data, as well as third-party benchmarks, economic data and risk analytics. This information-centric approach underwrites highest quality and consistency of reporting whether this be ad hoc inquiry/drill-down or Board quality periodic print shop reporting.

Netik’s reporting solutions deliver strategic intelligence to a firm’s executive and operational teams. This not only greatly improves their ability to understand what drives their business but also empowers their clients with industry-leading reporting tools.

Netik InterView’s reporting ‘channels’ include:

• Web delivery of interactive inquiry and drill-down

• Netik’s Enterprise Reporting plug-in module - providing production, control and delivery of highest quality periodic reporting – Monthly and Quarterly Packs.

Netik’s Enterprise Reporting solution provides the key workflow and production capability for mass-customising high-volume, premium quality Report Packs as well as the controlled authorisation and distribution of these Report Packs to clients.

http://www.netik.com/

Connect engineers data management and business information technologies.

We work for UK finance, investment and pensions institutions and for data-rich public sector bodies, bridging gaps between systems, integrating their enterprise data management technologies, developing adaptors to OTS products and linking them securely in real-time to external systems.

IT architects, we design with the future in mind helping financial services organisations manage their fund performance and risk strategies and public sector bodies make their customer records securely accessible.

We engineer across the space between systems. Draw organisational data together into one source. Make data intelligible and actionable. Limit business intelligence costs.

Connect makes control accessible by applying the latest enterprise data management, business intelligence and decision support technologies. In short, we understand data management and we understand data management technologies. 

Connect – your partner in enterprise data management, business intelligence, decision support and integration technologies.

www.theconnectpartnership.co.uk

The Equipos Coric product set provides fully integrated, customisable and scalable Private Client and Institutional Client Reporting. The Coric suite includes a Workflow engine and enterprise Document Management system as well as built-in access to your data sources via a secure web interface. The Client Reporting product, Coric STR (Straight Through Reporting) is the culmination of years of experience in Private Client and Institutional reporting. Coric STR provides a multi-source data engine and simple drag and drop document construction including external documents, charts, reports and images. The inclusion of data is via defined data libraries expressed in business English for simplicity. Maintenance is kept to a minimum by using document templates configured to cover a multitude of variations using a sophisticated business rule engine. The integration with Coric DW (Document Warehouse) and Coric BPM (Business Process Manager) allows the entire workflow, production and despatch to happen in a fully automated and user friendly environment. Coric is deployed into many institutions producing and/or processing volumes from a few hundred to tens of thousands of documents each day.

www.equipos.co.uk

3i Infotech is a global Information Technology company which provides software products and services to the asset management, capital market, banking and insurance sectors. We have over 1200 customers in more than 50 countries across five continents. In Europe, 3i Infotech is the owner of Rhyme Systems and our clients include AXA Framlington, Citigroup Quilter, BNP Paribas, Generali and Barclays.

Reporting to Clients is a formidable, standalone solution which encompasses the entire investment reporting process generating efficiencies and providing senior management with greater control, accuracy and visibility.

3i Infotech offers services covering the full spectrum of technology needs - ranging from managing legacy systems to running cutting-edge applications.

www.3i-infotech.com 

Actuate Corporation is dedicated to increasing the richness, interactivity and effectiveness of enterprise data, for everyone, everywhere. Actuate delivers the next generation Rich Internet Applications-(RIA) ready information platform for both customer and employee-facing applications. The Actuate platform boasts unmatched scalability, high-performance, reliability and security. Its proven RIA capabilities and highly collaborative development architecture are backed by the world's largest open source information application developer community, grounded in BIRT, the Eclipse Foundation’s only top level Business Intelligence and reporting project.

Global 9000 organisations use Actuate to roll out RIA-enabled customer loyalty and Performance Management applications that improve customer satisfaction and employee productivity. The company has over 4,200 customers globally in a diverse range of business areas including financial services and the public sector, many of which have a long history of deploying Actuate-based solutions for dozens, or even hundreds of their mission-critical applications.

www.actuate.com

BI-SAM is a leading provider of analytics software, client reporting and data management solutions to the investment management community.

Our integrated and innovative solutions have already been adopted by many renowned asset managers in France, Belgium, Luxembourg, UK, Hong Kong and Singapore who have assets under management ranging from 10 to 450 billion Euros.

The B-One suite of products covers: performance measurement, performance attribution (equities, balanced and fixed income), risk attribution (ex-post and ex-ante), as well as multi-langual client reporting and factsheets. This suite of products can be used either as stand-alone applications or ASP hosted solutions.

The Company has approximately 45 employees in offices located in Europe (Paris, London, Luxembourg). Offices in Asia and North America are under consideration. The Company is headquartered in Paris.

For more information about BI-SAM and its businesses, please visit http://www.bi-sam.com

CorrectNet, the market leader in information delivery and client reporting applications, enables many of the  world’s largest asset management firms to deliver more information, more frequently, with more flexibility, efficiency and quality. CorrectNet’s game-changing approach provides a business process outsource (BPO) of technology, infrastructure, operations and people to manage the aggregation, enrichment, quality assurance and formatting of complex investment data for delivery as rich web reporting applications to investors, portfolio managers, operations teams and executives. Proven in over 800 implementations, CorrectNet helps organizations scale, grow their client base, and improve quality, accuracy, control, and efficiency in their information delivery and reporting applications.

www.correctnet.com

C8Software was formed by a group of like-minded individuals from across the investment sector committed to the idea of empowering business users to provide more customised reporting for their clients. C8Software has launched Consolid8, a fast and efficient reporting tool which makes it easy to create and present pixel-perfect reporting on a self-service basis.

Consolid8 complements existing data management, performance and workflow systems, or can be used as a stand alone reporting engine. Client Service and Marketing Directors can deliver more flexible reporting and product factsheets, whilst Chief Operating Officers can significantly reduce the lead time associated with producing custom reports.

enquiries@c8soft.com

www.c8soft.com

FactBook is a specialist provider of fund reporting and data management solutions. Our innovative, modular products provide our clients with a strategic spring-board to solving tactical issues spanning client reporting, portfolio analytics, Pitchbook creation and maintenance, data aggregation and more. Complete process automation allows our clients to draw data from any number of sources and leverage it across all business areas, not only through the FactBook suite of products, but also any third-party application. FactBook’s specialist solutions are designed and implemented by industry experts and are completely focused on the delivery of tangible benefits to our clients, time after time. What’s more they have been independently judged to offer outstanding flexibility, scope and process efficiency. t - 020 8942 0999 - www.factbook.co.uk

FundWorks is a leading provider of client reporting and communication solutions for the asset management industry. The company enables its customers to realise fast and measurable benefits by deploying expertly designed and highly specialized products. FundWorks' integrated solutions span the entire breadth of the investment process, from personalized pre-sales tools to post-sales client reporting and analysis.  FundWorks now has offices in London, Boston, Glasgow, Nagpur, Cape Town and Melbourne to support its global client base. www.fundworks.com

iPlus is focused on the needs of Asset Management marketing departments: to create and automate the production of fund marketing information for print, web, Excel™, Powerpoint™ and datafeeds from one audited source.

The consistency of information across these channels is only half the story. iPlus also ensures an exceptionally high presentational quality, and consistency, of brand and corporate styling across the distribution channels it services.

This allows for information to be easily re-branded to facilitate cross selling and marketing of information driven products.

www.integrate.co.uk

TIBCO Software Inc. is a leading provider of enterprise analytics software for next generation business intelligence. TIBCO Spotfire products offer a visual and interactive experience that helps professionals quickly discover new and actionable insights in information. Distinguished by its speed to insight and adaptability to specific business challenges, Spotfire rapidly reveals unseen threats and new opportunities, creating significant economic value.  Spotfire customers include industry leaders among the Global 2000 that have deployed Spotfire analytics to gain an information advantage over their competitors. For more information, visit http://spotfire.tibco.com

SS&C is a global provider of software and software-enabled  services to a broad range of asset managers and wealth management professionals. SS&C's investment management solutions are designed to maximize efficiency and produce meaningful cost savings. SS&C’s PagesTM is a powerful client communication solution that generates unique individual client statements and slide presentations for print, electronic or face-to-face meetings. PagesTM enhances customer service and internal workflow while reducing costs. SS&C has a comprehensive suite of products and services that can be scaled to meet your existing business needs, your growth strategy, your global reach and the complexity of your investment strategies. Visit us at www.ssctech.com or e-mail solution@sscinc.com for more information.

Vermilion, “First for Client Reporting”, is a leading provider focused purely on Client Reporting for the Asset Management market.  The solution, Vermilion Reporting Suite (VRS), is designed to deliver accurate, flexible, scalable client communications for your clients.

May 2008 saw the release of VRS Version 2.3. The new version includes a task visualisation screen, component previews within workflow and dashboard enhancements improving the exception management and giving increased control and transparency of all report production to the client reporting department.

VRS has been built to deliver all types of client communications through one solution, promoting efficiencies throughout the organisation.  The type of communications VRS can deliver are: Investment Client Reports, Client Presentations, Valuation Reports, Fact-sheets, Web Pages, Consultant Questionnaires and MIS Reporting, all in multiple output formats: Word, PowerPoint, PDF, Excel, CSV, HTML and XML.

VRS empowers client service professionals to deliver multi-lingual, graphical, marketing-quality reports, all of which can be created through the workflow process, streamlining the corporate reporting cycle whilst ensuring that the corporate branding and content standards are fully maintained.

VRS provides a quick win to customers wishing to deliver high quality flexible reporting this is due to Vermilion’s unique product and their approach to project delivery.

First for Client Reporting   www.VermilionSoftware.Com   Toll Free 1-888-666-7459