The company claims that the new offering that boasts of increased design control, options and speed of deployment would enable wealth and asset management firms to enrich the client’s experience, increase operational efficiencies and improve performance against Service Level Agreements.
Coric 9.0 features a new charting tool, which increases the visual appeal of client reports. It will also offer client services users the option to choose from a wide selection of fully configurable charting types and styles, every aspect of which can be modified without assistance from IT colleagues.
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Equipos has fully integrated Coric with OpenText Portal, with whom the company has partnership to deliver on-demand access to all information and investment intelligence, choice of delivery mechanism, real-time engagement with client services and social media integration.
Equipos has also achieved Microsoft Gold ISV/Software competency for Coric 9.0. The new version also supports Windows 7 and Office 2010, and has migrated to the Microsoft .NET 4 development framework and includes a range of pre-installed, pre-configured report layouts, data models and tutorials, which further accelerate the training and implementation process.
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