The solution described in the Celent report is Comarch Client Reporting & Communication (http://www.comarch.com/
The solution covers:
● generating reports: predefined or constructed by the user, based on components linked with the analyses of the investment portfolio presenting its effectiveness and risks, as well as the structure and dynamic with regards to chosen benchmarks with additional comments and explanations made by analysts and managers,
● various methods of report distribution:
● database dedicated to reporting on the investment portfolio, supported by the best practices as well as business intelligence solutions,
● integration of market, transactional and portfolio data as well as operations carried out on investment fund registers.
Comarch solutions were already mentioned in earlier Celent reports. Comarch Nonlife Insurance (http://www.comarch.com/
Celent is a research company specializing in business and technological advisory for financial institutions. The report is available at the Celent site.