Our Client Reporting & Engagement platform, 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 investment reporting and data  in various delivery formats, including through various digital channels, including one that we provide. 

Business user templates

Empower business users by reducing reliance on technology. Business users can 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

Gather source data from various locations using different technologies, with options for upstream initiation and different content delivery formats.

Performance

Increase system performance with ease as necessary to efficiently and effectively meet production deadlines. 

Enhanced client experience

Deliver reports in various formats tailored to your clients' 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 that is linked to SimCorp One Client Reporting where clients can access reports generated by SimCorp One Client Reporting, create self-sufficient reports, and interact with dashboards for an enhanced client experience.