Client Reporting North America

September 15 - 16 2008, New York City

Client Reporting North America is administered by Osney Media.
2008 Sponsors

Become a Sponsor

As the cream of the industry attended Client Reporting North America, the event was a prime opportunity for solution providers to get their products and services in front of the people who count.


We offer a series of different sponsorship packages - ranging from Gold Sponsorship with maximum exposure, to our exhibition package which provides an excellent platform for interacting with the delegates.

We believe that each company has different expectations and objectives when they approach events, and will always do our best to meet them. If you would like to discuss sponsorship and exhibition opportunities for the 2010 TSAM North America event (www.tsam.us) please contact Richard Leach or one of his team on +44 207 336 4600 or email richard_leach@osneymedia.com.



Sponsors:

Albridge Solutions Inc. provides the essential components for wealth management platforms to enable the delivery of an accurate, single view of all of an investor’s assets. Albridge’s wealth management technology consolidates and reconciles client account information from hundreds of data sources that represent banking, brokerage, insurance, retirement, managed accounts and more. More than 150 financial institutions and 100,000 financial advisors rely on Albridge to provide holistic financial planning and asset reporting to millions of investors. Albridge Solutions is a PFPC Worldwide Inc. company. PFPC is a member of The PNC Financial Services Group, Inc., one of the nation's largest diversified financial services organizations.

www.albridge.com



BI-SAM is a leading provider of analytics software, client reporting and data management solutions to the investment management community.

Our integrated and innovative solutions have already been adopted by many renowned asset managers in France, Belgium, Luxembourg, UK, Hong Kong and Singapore who have assets under management ranging from 10 to 450 billion Euros.

The B-One suite of products covers: performance measurement, performance attribution (equities, balanced and fixed income), risk attribution (ex-post and ex-ante), as well as multi-langual client reporting and factsheets. This suite of products can be used either as stand-alone applications or ASP hosted solutions.

The Company has approximately 45 employees in offices located in Europe (Paris, London, Luxembourg). Offices in Asia and North America are under consideration. The Company is headquartered in Paris.

For more information about BI-SAM and its businesses, please visit http://www.bi-sam.com

CorrectNet, the market leader in information delivery and client reporting applications, enables many of the  world’s largest asset management firms to deliver more information, more frequently, with more flexibility, efficiency and quality. CorrectNet’s game-changing approach provides a business process outsource (BPO) of technology, infrastructure, operations and people to manage the aggregation, enrichment, quality assurance and formatting of complex investment data for delivery as rich web reporting applications to investors, portfolio managers, operations teams and executives. Proven in over 800 implementations, CorrectNet helps organizations scale, grow their client base, and improve quality, accuracy, control, and efficiency in their information delivery and reporting applications.

www.correctnet.com



Equipos is the leading provider of Client Communication solutions to the Investment Finance community. The Coric STR Platform from Equipos provides a fully integrated, customisable Private Client and Institutional Client Reporting Solution. Using a powerful Workflow engine and a robust Data Management system Coric STR brings together many years of client reporting knowledge and experience in a single, highly scalable scalable platform.
The challenge for clients today is to automate their client reporting process now, and to be able to cater for business growth in future years. Coric STR, with it's simple drag and drop report layout studio, integrated Business Process Manager and Document Warehouse is the perfect solution. Coric STR is currently deployed in high profile clients throughout the UK and European Investment community and is responsible for the automated production of hundreds of thousands of documents.

www.equipos.co.uk



FundWorks is a leading provider of client reporting and communication solutions for the asset management industry. The company enables its customers to realise fast and measurable benefits by deploying expertly designed and highly specialized products. FundWorks' integrated solutions span the entire breadth of the investment process, from personalized pre-sales tools to post-sales client reporting and analysis.  FundWorks now has offices in London, Boston, Glasgow, Nagpur, Cape Town and Melbourne to support its global client base. www.fundworks.com



SS&C is a global provider of software and software-enabled  services to institutional asset managers and wealth management professionals. SS&C's investment management solutions are designed to maximize efficiency and produce meaningful cost savings. SS&C’s PagesTM is a powerful client communication solution that generates unique individual client statements and slide presentations for print, electronic or face-to-face meetings. PagesTM enhances customer service while reducing costs. SS&C has a comprehensive suite of products and services that can be scaled to meet your existing business needs, your growth strategy, your global reach and the complexity of your investment strategies. Visit us at www.ssctech.com or e-mail solution@sscinc.com for more information.



Varden Technologies is an exhibiting sponsor. Discover how we've inclusively resolved the data, customization and automation restrictions that you may share with the industry. Our client reporting platform, eReportal, allows firm-wide data captures across all data assets. It gives you the power to report with on-demand data by going across and merging multiple systems and sources. With on-the-fly customization, you can meet the most complex to the most time-sensitive reporting requirements with highly-graphical and interactive reports, multi-system dashboards, and complex packages. Over twenty-five investment firms, from $500Mil to $300Bil, have discovered our break-through approach to an inclusive reporting standard that is without complexity. From start to end, our open-end reporting technology will serve your entire reporting interest, whether it is from the business or technology line. Share with us your restrictions by calling 617 482 5902 x309 or email minh.nguyen@vardentech.com

www.vardentech.com



Vermilion, “First for Client Reporting”, is a leading provider focused purely on Client Reporting for the Asset Management market.  The solution, Vermilion Reporting Suite (VRS), is designed to deliver accurate, flexible, scalable client communications for your clients.

May 2008 saw the release of VRS Version 2.3. The new version includes a task visualisation screen, component previews within workflow and dashboard enhancements improving the exception management and giving increased control and transparency of all report production to the client reporting department.

VRS has been built to deliver all types of client communications through one solution, promoting efficiencies throughout the organisation.  The type of communications VRS can deliver are: Investment Client Reports, Client Presentations, Valuation Reports, Fact-sheets, Web Pages, Consultant Questionnaires and MIS Reporting, all in multiple output formats: Word, PowerPoint, PDF, Excel, CSV, HTML and XML.

VRS empowers client service professionals to deliver multi-lingual, graphical, marketing-quality reports, all of which can be created through the workflow process, streamlining the corporate reporting cycle whilst ensuring that the corporate branding and content standards are fully maintained.

VRS provides a quick win to customers wishing to deliver high quality flexible reporting this is due to Vermilion’s unique product and their approach to project delivery.

First for Client Reporting

www.VermilionSoftware.Com

Toll Free 1-888-666-7459



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