Equipos Named Best-in-Class for User Capabilities and Configuration Opportunities in Client Reporting Software Analysis
LONDON and BOSTON, September 10, 2012 /PRNewswire/ –
Equipos Inc., the leading provider of client communications solutions for buy-side
investment firms, has received a best-in-class designation for user capabilities and
configuration opportunities in the Client Reporting Solutions Technology Analysis
published by CEB TowerGroup analysts. The CEB TowerGroup technology analysis process
provides a customer-driven, transparent and unbiased review designed to drive informed
business decisions for financial services institutions.
“Automated client reporting solutions mitigate the operational risk of report
production and provide high value for wealth and asset managers,” said CEB TowerGroup
research director Gert Raeves. “Products with highly configurable layout capabilities, and
easy-to-use interfaces for business users and intricate production control, enable these
firms to meet investor demand for flexible client communications.”
The Equipos Coric Client Communications Suite was named “best-in-class” in the
- User Capabilities: Those attributes that directly influence a user's ability to manage the client reporting workflow. - Business Configurability: Those attributes that allow users to configure the client reporting workflow to meet specific business needs.
According to the CEB TowerGroup report, client requirements for transparency and risk
management will drive new client reporting technology spending over the next 3 years.
Regulatory changes and the need to tackle error-prone data, which delays the delivery of
client information, are also cited in the report as primary drivers for increased uptake
of automated client reporting solutions.
“This analysis reflects our experience in the global marketplace, as demand for Coric
continues to increase rapidly,” said Equipos CEO Alan Hamilton. “We are honored to be
named best-in-class by the reputable CEB TowerGroup team. Equipos is committed to
continued investment in Coric, and to delivering operationally efficient, enterprise-scale
client reporting solutions that empower client services business users to meet the rapidly
evolving communication requirements of their investor clients.”
to download a copy of the report from the Equipos website.
About Equipos (http://www.equiposgroup.com)
Equipos is a leading international supplier of automated client communications and
client reporting solutions with historical roots in the private client and investment
reporting sector. Equipos Coric(TM) empowers client services staff to create visually
appealing client reports, fund fact sheets, UCITS IV KIID, meeting packs and
presentations, and other client communications without recourse to IT. Our solutions
increase operationally efficiency, enhance client service and support regulatory
compliance. Equipos is a privately owned business with offices in North America and the
UK. Clients are served directly or via our rapidly expanding partner network.
Coric was awarded Waters Buy-Side Client Reporting Platform of the Year 2011.
Technology Assessment Disclaimer
CEB does not endorse any vendor, product or service depicted in our CEB TowerGroup
publications and does not advise technology users to select only those vendors rated “best
in class.” CEB TowerGroup research publications consist of the opinions of CEB
TowerGroup’s analysts and should not be construed as statements of fact. CEB disclaims all
warranties, expressed or implied, with respect to this research, including any warranties
of merchantability or fitness for a particular purpose.
For more information: Mike Hendy +1-617-273-8033 Nicola Cowburn +44(0)1344-701988 email@example.com