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View Article  3i Infotech signs Generali International
Source: 3i Infotech, 05 May, 2010

3i Infotech, a global provider of IT solutions, today announces the successful implementation of 'Reporting to Clients' for wealth management specialist Generali International.

Generali International selected 'Reporting to Clients' to add value to its existing reporting process both in terms of enhancing the overall presentation and streamlining the previously manually-intensive operation. Already Generali International has seen the time taken for the report production process fall by two thirds.

Feedback on the new look reports from Generali International's institutional clients has been very complimentary and particularly focused on the clarity and presentation. Since its launch ...   more »

View Article  FRSGlobal announces partnership with Semansys to deliver standardised XBRL reporting

Rome - 20 April, 2010

FRSGlobal, the industry-recognised leader in content-rich solutions for unified global regulatory reporting and risk management today announced its partnership with Semansys Technologies. Semansys is the leading vendor of software solutions for financial reporting and business monitoring based on semantics and eXtensible Business Reporting Language (XBRL). The partnership was announced at the 20th XBRL International conference in Rome.

Increasingly, regulators are demanding that reports should be submitted in XBRL, such as the Central Bank and Financial Services Authority of IrelandBanco de España, and the upcoming SURFI regulations driven ...   more »

View Article  Eagle’s Data Management Platform Selected by Industrial Alliance
Press Release: Boston and Toronto - 12 April 2010

Eagle Investment Systems LLC, a leading provider of financial services technology and a subsidiary of BNY Mellon, today announced that Industrial Alliance Insurance and Financial Services Inc. based in Quebec City has selected Eagle’s data management solution to help manage its investment portfolio.

The need for improved access to data to support timely risk and portfolio management reporting is leading investment managers in Canada and around the globe to enhance their data management strategies.

A leading life and health insurance company, Industrial Alliance selected Eagle as its platform for integration ...   more »
View Article  Simon Harris of ISC to appear at 3i Infotech Event "Future trends in client reporting for private wealth managers"

An Executive Level Briefing
25 Canada Square, London, E14 5LQ
Date: May 20, 2010
09.00 to 13.00 followed by networking lunch

For a long time “client reporting” simply referred to the paper reports that detailed an individual’s stock holdings. Over recent years with the development of new technologies and distribution channels the content and report production processes have evolved more rapidly. Moreover, the remit of many client reporting departments is growing, in some cases to such an extent that there is a now a debate over whether “client reporting” should become “client communications”.

This half day seminar will examine the ...   more »

View Article  Fairbairn Private Bank upgrade client communications with Equipos
Source: Equipos, 08 March, 2010

Equipos today announces that Fairbairn Private Bank, a multi award-winning private bank with offices in London, Jersey, Isle of Man and South Africa, has upgraded its client communications processes with the addition of Equipos Coric Straight Through Reporter (STR).

Fairbairn Private Bank is a long-standing Equipos client, having deployed the company's Coric Document Manager solution to generate client valuations across its business more than eight years ago.

Equipos Coric STR is an advanced client reporting platform incorporating sophisticated data modelling, data maintenance, document design and report production. Client report templates are built quickly and easily ...   more »