BOSTON and LONDON, May 9, 2013 /CNW/ - Equipos, the leading global
supplier of client communications and client reporting solutions, has
been named "Best Front Office Solution" at the inaugural WealthBriefing
Awards 2013 ceremony in London.
The awards, organized by ClearView Financial Media and presented by BBC
newsreader Sophie Raworth at the Royal Courts of Justice in London,
recognize innovation and excellence in the global private banking,
wealth management and trusted advisor communities.
According to Stephen Harris, WealthBriefing's Publisher and Managing
Director of ClearView, "These awards, judged by an independent panel of
eminent wealth management practitioners from global financial
institutions, are unique in that they focus solely on the client
experience, not quantitative performance metrics. They recognize the
very best operators in the private client industry."
"Equipos impressed the judges by the high quality of its offering. The
firm sets very high standards, promoting best practice in the industry
through thought leadership, and running feedback meetings that are
chaired by clients - a real sign that Equipos takes its clients very
seriously," said Harris.
Commenting on the firm's triumph, Alan Hamilton, CEO, Equipos, said: "We
are delighted to have won this prestigious award judged by so many
highly regarded industry experts. Historically considered a back
office solution, client reporting has become a front office concern in
the private wealth sector due to the significant impact it can have on
client experience. Equipos has a strong and growing base of wealth
management clients in the UK, and is beginning to make inroads into
this sector in North America."
This award follows the Waters Buy-Side Technology "Best Client Reporting
Platform" award, which Equipos won for the second time in November
2012, and the American Financial Technology "Best Client Reporting
Initiative" accolade that was awarded to Equipos client Northern Trust
in December 2012.
About Equipos Coric (http://www.equiposgroup.com)
Equipos is a leading international supplier of automated client
communications and client reporting solutions for wealth management and
institutional investment management firms, third party administrators
and global custodians. Equipos Coric™ empowers client services staff to create personalized,
marketing-quality client reports, fund fact sheets, client meeting
packs, presentations and other client communications without recourse
to IT. Founded in 1999, Equipos is a private company with offices in
North America and the UK. Clients are served directly by Equipos or via
our rapidly expanding global partner network.
SOURCE: Equipos Ltd
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