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Investment Reporting

Automated and professional reporting to the customer.

Investment Reporting

investment reporting

What is Investment Reporting? An investment report lists the investments, shows the risks and the results achieved. With the investment report, the financial institution fulfills its accountability, but this report is much more than that. It is an important tool in client communication and with today’s possibilities (digitalization) there are enormous opportunities. We have the necessary products and experience to make your customer communication even better.

Investment Reporting Blueprint for Asset Managers & Global Custodians

Investment Reporting Blueprint

System- and Serviceproviders

Area Provider System / Service Link
Data Vendor Bloomberg https://www.bloomberg.com/
Data Vendor Thompson Reuters https://www.thomsonreuters.com/
Data Vendor Six Group https://www.six-group.com/
Data Vendor FTSE Russel https://www.ftserussell.com/
Data Vendor Moody’s https://www.moodys.com/
Data Vendor MSCI https://www.msci.com/
Data Vendor Morningstar https://www.morningstar.ch/
Data Vendor (ESG) Sustainalytics https://www.sustainalytics.com/
Data Vendor (ESG) Refinitiv https://www.refinitiv.com/
Data Vendor (ESG) RepRisk https://www.reprisk.com/
Data Vendor (ESG) GRESB https://gresb.com/
Data Vendor (ESG) MSCI https://www.msci.com/our-solutions/esg-investing
Data Vendor (ESG) ISS https://www.issgovernance.com/”
Data Vendor (ESG) inrate https://www.inrate.com/
Data Adaptor IHS Markit IHS Markit EDM https://ihsmarkit.com/
Data Adaptor NeoXam NeoXam DataHub https://www.neoxam.com/
Investment Management System avaloq avaloq https://www.avaloq.com/
Investment Management System Temenos Temenos https://www.temenos.com/
Investment Management System assetmax Assetmax https://www.assetmax.ch/
Investment Management System Expersoft PM1 https://www.expersoft.com/
Investment Management System Profidata Xentis https://www.profidatagroup.com/
Investment Management System Blackrock Aladdin https://www.blackrock.com/institutions/de-ch/solutions/aladdin
Investment Management System SimCorp SimCorp Dimension https://www.simcorp.com/
Data Warehouse MarkLogic MarkLogic Data Hub https://de.marklogic.com/
Data Warehouse MongoDB MongoDB https://www.mongodb.com/
CRM actico actico Rule Engine https://www.actico.com/
Work Flows Appway Appway Work Automation https://www.appway.com/
Work Flows appian Appian Low-Code Platform https://appian.com/
Work Flows Camunda Camunda https://camunda.com/
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