OHV Asset Management has partnered with SS&C Technologies to enhance its client communications and reporting portal.
The asset manager said it has chosen SS&C’s Vision FI platform to provide a highly interactive client communications portal for their private wealth clients and intermediaries.
OHV’s will implement the Vision FI to provide its clients with a ‘comprehensive and intuitive’ self-service portal while also fully enabling account managers to fulfill ad hoc client requests. Vision FI offers drag-and-drop design functionality and robust workflows enabling firms to customize the end-client experience in both print and online reporting. This enables OHV account managers to fulfill custom client requests across both mediums.
“OHV ultimately selected SS&C because Vision FI’s multi-user web capabilities are ideal for our firm to get one overview across all our clients,” said Richard Abma, partner at OHV Asset Management. “In today’s highly competitive market, personalized client communications is imperative. Vision FI makes it easier to deliver timely and relevant communications through the online client portal, differentiating us from the competition.”
Headquartered in Windsor, Connecticut, SS&C Technologies is a global provider of financial services software and software-enabled services. The company offers solutions to a range of industries, including alternative investments, wealth management, property management, asset management, insurance, Reit Accounting & administration and banking & lending. It solutions include Accounting, data management, employee benefits administration, performance measurement and attribution, portfolio management, reconciliation & data collection, risk and compliance, trading and settlement, and training.
For compliance, the company enables users to turn policies into automated processes. They can create rules and set alerts to ensure they are never in breach of internal policies, regulations or client mandates according to SS&C.
On the risk management side, its streamlined, web-based risk management service claims to ‘withstand investor due diligence’ and enables users to give clients the visibility they demand.
It automated tools and team of experts also claim to reduce regulatory risk, conserve staff resources and ‘deliver accurate, timely and compliant reports’. The company’s solutions cover both local and global regulations across multiple jurisdictions and regimes, including US SEC Form PF, FATCA, AIFMD, EMIR, MIFID and more.
Copyright © 2018 RegTech Analyst
Copyright © 2018 RegTech Analyst
