Client reporting & communications
Deliver best-in-class client experience, consistently
Choose the model that works for you
Our client reporting & communications solutions give you the power and flexibility to create a better client experience tailored to your clients’ changing needs, without being tied to traditional reporting cycles.
Don’t let outdated technology hurt your client experience. At SimCorp, we’re passionate about investing in technology and services for the future, which is why we have a full roadmap of exciting innovations to supercharge your ability to engage with investors and other stakeholders.
Digital Engagement Platform
Stand out from your competitors by empowering investors with an intuitive self-service platform. Our cloud-native digital engagement platform gives your clients access to their own reports and dashboards. In turn you get valuable behavioral analytics from them, allowing you to better understand their wants.
Client Reporting
We help you deliver consistent, accurate, automated and on-brand communications that foster trust in your organization and increase customer satisfaction. Whether you’re producing factsheets, quarterly investment reports, pitchbooks or presentations – we’ve got your content covered.
Client Reporting Services
Opt in for a fully managed service on top of your existing tech platform for client reporting. We create, update, and distribute your client reports, so you can focus on differentiating your client experience. There is no technology to install and maintain, and no need to learn another set of tools – simply provide us with the data, and we’ll do the rest.
Our client communications solutions are available as standalone offerings, or as a fully-integrated part of our end-to-end investment management platform, SimCorp One.
The case for digitalization
Digital client communications projects are on the rise. Find out what investors really expect from digital client reporting and how to make your digital transformation project a success.
Get reportWhy partner with us?
Trusted by top tier firms for digital transformation
Partnering with us means gaining access to decades of industry and technical know-how. Together, we work to deliver the outcomes that matter to you. Nearly 100 clients worldwide trust SimCorp’s client reporting and communications solutions to enhance customer engagement. Our clients experience significantly higher output with the same team when using our solutions.
Clear commitment to future roadmap and services
Our clear and robust solution roadmap supports your digital transformation and client engagement initiatives. We reinvest 20 percent of our revenue in R&D helping our clients stay ahead of ever-changing industry demands. Our team of experts, who have been with SimCorp for many years, support our clients in their digital transformation projects.
Make your digital transformation a success
As your one-stop shop for all your client communication needs, we are trusted by leading investment managers to scale and enhance client communications. By delivering timely reporting and faster time to market, we help you elevate the client experience and boost retention rates.
Empower investors with self-service
Our cloud-native digital engagement platform gives your clients access to their own reports and dashboards. In turn you get valuable behavioral analytics, allowing you to better understand your clients’ needs.
Related content
