Building Strategic Solutions for the Digital Future

Improving the way the smartest financial institutions deploy information globally
Video Overview Client Reporting White Paper

The Future... in a Single Solution

Platform Efficiency

Create online views and print ready artifacts from a single data store, where report ready content is organized, managed and approved through configurable workflow

Manage, Monitor and Measure

Create and automate enterprise reporting standards – Monitor utilization and measure execution against a Service Level Agreement

Putting Your Data to Work

Content in context to all of your groups and channels – information when, where and how they require

Empowering Users to Deliver

Enables business users to configure every aspect of client communications; web, print and mobile, without programming

Content Personalization

Ad-hoc reporting on a self-service basis, offers management and control of customized end user access with confidence

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A Single Platform for Data Management,
Client Communications and Reporting

Products

Aggregate Once.
Publish Many Times.

Data Management

vData
vServices

Reporting & Publishing

vReporter
Portal
Mobile
Print
vFundReporter

Regulatory Services

VistaOne Regulatory Services

Solutions

Automating the Information
Delivery Life Cycle

Data Management

Reporting & Distribution

Blog
Events

TSAM - New York

June 19, New York

TSAM New York is a Congress with six co-located conferences in one venue on one day with a central Expo. Attendees can switch between any of the conference tracks, attend any of the presentations, and access all the exhibitors.

Press Releases

2014

Case Studies

Hedge Fund

Automated Client Communications

Fund Managers are moving towards reporting and investor communication solutions that offer increased transparency and control, with turnkey implementation.

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Asset Manager

Achieved enhanced reporting of portfolio analytics to address client request for transparency, risk metrics, performance to deliver industry-best fixed income reporting.

$100B+ global asset manager required a platform to meet the needs of next generation client service and reporting.

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Fund Administration

Simplify client experience for managers and investors in a consolidated reporting environment, offering self-service capabilities and access by mobile devices

A Global Fund Administrator with $350BN AUA providing valuation, transfer agency and related administrative services to alternative investment funds,fund of funds, private equity funds, institutional managed accounts and private banks in every major financial jurisdiction.

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