Online Portfolio Services

Coric Web Reporter delivers client data and documents via a secure web portal. Whether your clients prefer to view portfolio performance information through a PC, laptop, SmartPhone or iPad, Coric Web Reporter allows a choice in access that clients are increasingly demanding. Rather than being tied to a pre-determined schedule for the delivery of printed material, your clients can access their portfolio information when they want it, how they want it.  
 
As well as achieving excellence in client service delivery, Coric Web Reporter enables institutional investors and private wealth management firms to realize significant operational savings. The costs associated with printing, finishing and mailing paper reports can be dramatically reduced or in some cases eliminated completely. In addition, by allowing your clients on-demand access to their portfolio information, requests to client services managers are reduced and they can respond to and manage a higher volume of clients than ever before.
 
Learn more about the benefits of Coric Web Reporter.