Equipos Coric Client Communications Suite
Coric is a feature-rich software suite that manages the entire end-to-end client communications and client reporting process. It enables:- effective data sourcing and manipulation
- automation of business critical processes
- accurate audits and performance tracking
- layout design and maintenance by non-technical users
- personalization, production and distribution of stylish reports
- online access to valuations and reports
Online portfolio valuations and other investment reports are delivered via Coric Web Reporter. This add-on module can be integrated with any Coric implementation to enable institutional asset managers and private wealth management organizations to offer choice of delivery mechanism to their clients.
Single or Multi-tenant Configuration
Designed and built for deployment in both institutional and private client environments, Coric can be installed as a single instance or multi-tenant solution.
Third Party Fund Administrators responsible for multiple clients use a multi-tenant configuration, which ensures data is segregated within a single deployment stack. Stringent security measures ensure that data and reporting for one client is not affected by the activities of another.
Coric for Key Investor Information Documents (KIID)
As a long-established market leading client communications product Coric is ideally suited to automating production of the multi-language UCITS IV KIID, which becomes a legal requirement on July 1 2011.
Coric KIID shares re-usable data components, which saves time and resources, and its integrated workflow operates at component level to ensure efficiency and on-time delivery.