Boston, June 12, 2014 – Since the global financial crisis ushered in an era of increased regulation and transparency, managing client relationships has become top priority for financial institutions. Vendors must stay in front of their clients in the ever-changing market, and institutional clients now request more extensive, in-depth, flexible, and reliable client reports than they did in the past. Further, these ever-evolving client needs provide an opportunity for vendors to compete through new features and next-generation functionality.

Based on a November 2013 to February 2014 Aite Group survey of well-known client reporting vendors and vendor product demos, this Impact Note discusses client reporting trends and challenges for vendors and institutional clients. It also examines the stand-alone client reporting solutions of Assette, Equipos, SS&C, Varden, Vermilion, and VistaOne and details the capabilities and functionalities of each solution.

This 28-page Impact Note contains seven figures and four tables. Clients of Aite Group's Institutional Securities & Investments service can download this report.