Comarch Client Reporting & Communication
Informing clients, in a clear and detailed manner, about the state of their investment portfolio, the risk associated with it, as well as the achieved investment results, is an important element of building long-term relations and trust with the client. It can also become an important tool for investment companies, banks, distributors and investment consultants when competing for clients. The requirements set here are a consequence of the regulation of capital markets, including MiFID and UCITS, as well as a general shift in the way financial institutions approach the problem of education, information exchange as well as the responsibility for offering investment products to clients.
Comarch Client Reporting & Communication is a solution that generates reports of the highest caliber, which include the value, profitability and risk of the client’s pension-investment product, which is based on investment funds, shares and other financial instruments. It links the process of managing a large database, its design and the generation of, distribution and publication of reports, in accord with the policy of the given institution. The solution covers:
- generating reports: predefined or constructed by the user, based on components linked with the analysis of the investment portfolio, which present the portfolio’s effectiveness and risk, an analysis of the portfolio structure and dynamic with regards to chosen benchmarks and various types of explanations and comments made by analysts and managers,
- various methods of report distribution: including through a portal made available to clients,
- a database dedicated to reporting on the investment portfolio, supported by the best practices as well as business intelligence solutions,
- integration of market, transactional and portfolio data as well as operations carried out on investment fund registers.
The whole solution, due to its repeatability and the scale of the process, can be offered as a service model (SaaS). Additionally, the possibility exists to use the Comarch Data Center solution. This guarantees the highest standards in terms of security, accessibility and process productivity. Comarch Client Reporting & Communication can also be implemented as part of the infrastructure, which already exists in the financial institution. It is also able to take into account individual corporate standards for business intelligence tools and reporting.
You can view our solutions, which support the investment consulting process for private banking, wealth management and the building of pension products – Comarch Investment Advisor as well as solutions, which present an analysis of the investment effectiveness and risk – Comarch Performance and Attribution and Comarch Risk Management.
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