Aite Matrix: Institutional Client Reporting Platforms

The client reporting vendor landscape has become increasingly crowded in recent years.

London, 12 December 2019 – Buy-side firms are at a point in time when decisions need to be made on how to advance institutional client reporting. Some will choose to invest and revitalize the function as part of a wider digital transformation project within a firm, while other firms will continue to do only the expected minimum or will outsource the technology and report production to third parties. One challenge for firms is to determine what tools to invest in and which vendors will best support their internal strategy.

Leveraging the Aite Matrix, a proprietary Aite Group vendor assessment framework, this Impact Report evaluates the overall competitive position of seven vendors, focusing on vendor stability, client strength, product features, and client services. This report profiles Assette, FactSet, Jump Technology, NeoXam, Opus Nebula, SimCorp, and SS&C.

This 75-page Impact Report contains 31 figures and seven tables. Clients of Aite Group’s Institutional Securities & Investments service can download this report, the corresponding charts, and the Executive Impact Deck.

<spanCalibri”,sans-serif”>This report mentions Alpha FMC, Citisoft, Deloitte, DXC, Investment Metrics, KPMG, Kurtosys, Olmstead Associates, and Seismic.

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