LONDON and BOSTON, Sept. 10, 2012 /CNW/ - 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
"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
The Equipos Coric Client Communications Suite was named "best-in-class"
in the following categories:
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
Click here 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™
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
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
For further information:
Mike Hendy +1-617-273-8033
Nicola Cowburn +44(0)1344-701988