Client Reporting & Engagement

Our Client Reporting & Engagement solution as part of the integrated platform SimCorp One, gives you a valuable toolkit of client engagement resources, including standard and custom reports, factsheets, fund and market performance commentaries, client meeting packs, and presentations. Our solutions can be adapted to your preferred reporting cadence and can deliver information through various digital channels, including one that we provide.

Business user templates  

Empower business users by reducing reliance on technology. Create templates efficiently, with easier maintenance and support for faster client delivery.

Workflows

Achieve timely and exceptional results with an intuitive user dashboard designed for effortless content approval and seamless production cycle monitoring.

Connectivity

Source data from one or multiple places using various technologies, with options for upstream initiation and different content delivery formats, including digital.

Performance

Expand system performance as needed to meet production deadlines efficiently and effectively.

Enhanced client experience

Deliver reports in various formats tailored to each client’s needs, including placement on digital portals, one of which we offer as part of our solution.

Digital Engagement Platform

Access a white-labeled digital portal where clients can access reports generated by SimCorp One, create self-sufficient reports, and interact with dashboards for an enhanced client experience