Last updated on April 18, 2014 at 17:24 EDT

Boston-based Global Investment Firm Selects Equipos Coric for Client Reporting and Factsheet Automation

November 21, 2012

LONDON and BOSTON, November 21, 2012 /PRNewswire/ –

Equipos Inc. today announced that Coric, the award-winning solution for client
communications, has been selected by a leading Boston-based global investment firm in
support of their commitment to deliver exceptional client service. The Equipos Coric
Client Communications suite will be deployed as a fully integrated and automated client
reporting and factsheet production system across the company’s global operations.

Following a rigorous search and proof-of-concept process the Boston-based firm
selected Coric based on its robust and proven workflow, easy-to-use report building tools
and impressive, marketing quality client reports and factsheets. Key to the selection was
the quality and experience of the Equipos team along with the company’s best practice
implementation approach.

Coric will underpin the firm’s client services infrastructure, to deliver top quality
client communications and reporting. This is at the heart of the firm’s commitment to
delight clients with the level and quality of information received.

Coric is an end-to-end client reporting solution, controlled by business users via a
range of easy-to-use dashboards and automated workflow tools. It enables client service
teams to respond quickly and efficiently to constantly changing reporting requirements,
with little or no recourse to technical staff. Coric generates premium quality reports,
incorporating customized data and formats, as well as personalized commentaries that can
be viewed, edited or inserted as required. Multi-channel delivery options allow clients to
receive reports in print, online or to their mobile device for anytime, anywhere delivery.

“The deployment of Coric is a strategic development that demonstrates this firm’s
commitment to deliver high quality, accurate and timely investment reports to new and
existing clients,” commented Mike Hendy, Vice President, Equipos North America. “Their
choice was based on Coric’s breadth of functionality, unparalleled performance and
scalability, and the proven track record that Equipos can demonstrate in global markets.”

Alan Hamilton, CEO at Equipos, commented: “We are delighted to be awarded this
contract by such a prestigious firm that is held in high regard across the global
investment management sector. It marks the start of a very rewarding partnership. Equipos
exceeded all of the due diligence criteria set by the firm and our product roadmap closely
matched their plans for the future. Together with our investment industry knowledge,
client reporting domain expertise and next generation technology, the firm concluded that
Equipos is uniquely positioned to support their business into the future.”

About Equipos (http://www.equiposgroup.com)

Equipos is a leading global 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, meeting packs, presentations and other client
communications without recourse to IT.

Coric is Waters Buy-Side Client Reporting Platform of the Year 2011 and 2012

Microsoft Gold Partner since 2011

SOURCE Equipos Ltd

Source: PR Newswire