Special solution for investment managers

Northern Trust is to provide investment operation outsourcing clients with an array of new client communications capabilities through an agreement with Equipos, a supplier client reporting and marketing communications software.

The offering includes document management and business process management for investment managers.

Dan Houlihan, head of product and strategy for Investment Operations Outsourcing at the bank, said: “Client communication has never been more important to investment managers, who must navigate volatile financial markets while providing comprehensive data, analysis and advice to ease the uncertainty that investors are feeling.

“Our agreement with Equipos keeps Northern Trust clients on the forefront of client communications by enabling timely, sophisticated communications through print, Web and video channels.”

Under the agreement, Northern Trust will deploy the Equipos Coric STR software as part of its Investment Operations Outsourcing service. Coric provides a solution for complete investment management client communications including tailored and sophisticated client reporting; fund fact sheets, pitch books and other marketing collateral andSupport of all output formats including web reporting, video links and advanced graphics

The Equipos solution was created specifically for investment managers and supports complex requirements including custom branding and white-labelling, investment commentary, sophisticated graphic rendering capabilities and workflow across a broad range of client communications. In line with Northern Trust’s strategic approach to delivering solutions, these capabilities will be fully integrated within Northern Trust's asset servicing platform.