Information Mosaic and Assentis Technologies have extended their existing partnership through an enhanced reporting, document design and delivery solution.
All of the modules in Information Mosaic’s post-trade platform, IMSecurities, can now utilise the document maintenance and delivery functionalities of Assentis’ customer communication platform, DocFamily. The renewed partnership will provide Information Mosaic’s clients with advanced reporting capabilities and extended functionality for client communication support for documents such as corporate action and investment portfolio reports.
The combined solution provides enhanced document functionality to back- and front-office users that will help them incorporate up-to-the-minute market trends into their reporting and to address client needs more quickly.
The DocFamily platform can deliver, in a precise manner, IMSecurities-generated reports and documents over a variety of channels, such as E-mail, PDF and hard copy, to end-users and clients. The solution further provides functionality to design, test and release document templates without the involvement of IT departments.
The solution also offers real-time monitoring and tracking functionality. Utilizing the document organisation features of DocFamily, Information Mosaic clients can schedule, monitor and track their report production.
“The combined solution of IMSecurities and Assentis’ DocFamily will provide Information Mosaic clients with more options for meeting and tracking reporting requirements,” said Kenneth Hartlage, head of product management at Information Mosaic. “The depth of financial data maintained within IMSecurities, coupled with the DocFamily platform, offers an extremely powerful tool. The combined solution will help financial firms address the industry’s increasing demand for regulatory reporting and transparency.”
Urs Tanner, CEO of Assentis Technologies AG, said: “Assentis and Information Mosaic have shared a rewarding relationship over the last several years. With this partnership, we now have a unique solution, based on two ‘best-in-class products,’ exclusively designed for the entire financial management market, including custodians, asset managers and broker/dealer firms.”
