Fundworks have distributed a press release today announcing that JP Morgan Asset Management have implemented FundNets content management solution.  It’s a decent win for Fundworks with a prestige name - see eFN, Is JP Morgan now the best bank in the world?

 

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3i Infotech have published a report on the value of Client Reporting teams.  You have to provide your details when registering for the report here or send an email to marketing.we@3i-infotech.com.  The title of the report is ‘Client Reporting Teams - The Unsung Heroes of the Investment Management World’, which gives a clear indication of the audience, and the key findings identified are:

 

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Some client reporting news, Mercer have selected Vermilion for their client performance reporting.  As a ‘Tier One’ consultant, that means that a number of FTSE 100 companies will be receiving performance reports automated and produced via the Vermilion Reporting Suite.  You can see the full press release at http://www.vermilionsoftware.com/News.asp?Action=detail&id=50

 

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Following our survey earlier in the year, we prepared a thought leader presentation for a client.  The generic slides are in the presentation below.

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February 9, 2009

We’ve been running a survey on how Investment Management companies have been communicating with clients, distributors and markets during the past few months.  We had a good response* and the summary findings are:

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We’ve been running a survey on how Investment Management companies have been communicating with clients, distributors and markets during the past few months.  We had a good response and will update this article with findings when the analysis is completed.

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Please note - this survey is now closed.

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November 18, 2008

As has been widely announced today, Jupiter Asset Management has gone live with Institutional Client Reporting provided by Vermilion Software.  The selection was announced in on Feb 29th, 2008.  So that’s six or seven months to implement, give or take some delivery and PR wriggle-room.

 

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Fundworks have announced that Schroders in Singapore has selected to use their Client Reporting solution.  This follows on from the decision in May by Schroders UK to select the Fundworks Client Reporting solution.

 

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Contact Us

Author: editor
July 29, 2008

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