Northern Trust said that it will provide investment operation outsourcing clients with an array of new client communications capabilities through an agreement with Equipos, a supplier of client reporting and marketing communications software, including document management and business process management for investment managers.
The company said that Equipos was created for investment managers and supports requirements including custom branding and white-labeling, investment commentary, sophisticated graphic rendering capabilities and workflow across a broad range of client communications. The capabilities will be integrated within Northern Trust’s asset servicing platform.
Under the agreement, Northern Trust will deploy the Equipos Coric STR software as part of its Investment Operations Outsourcing service. The software provides investment management client communications such as tailored and client reporting; fund fact sheets, pitch books and other marketing collateral; and supports output formats including web reporting, video links and graphics.
Dan Houlihan, head of product and strategy at Northern Trust, said: Client communication has never been more important to investment managers, who must navigate volatile financial markets while providing comprehensive data, analysis and advice to ease the uncertainty that investors are feeling.
“Our agreement with Equipos keeps Northern Trust clients on the forefront of client communications by enabling timely, sophisticated communications through print, web and video channels.