Equipos Coric Client Communications Suite and OpenText Enterprise Information Management (EIM) software will enable Rathbones in enhancing the experience of its wealth management clients and intermediaries by providing access to reports, portfolio valuations and other client communications through the client’s desktop or mobile device.
With the help of portal-based EIM solution, Rathbones will be able to provide anywhere access to investment performance information in a format and on a device of the client’s choosing, and have more personal and timely interaction with fund managers.
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Andrew Sutcliffe, VP Global Business Development at Equipos, said: "During the twelve years that Rathbones has been an Equipos client, their dedication to client service has not wavered. We are delighted that our global partnership with OpenText will enable us to deliver client reporting transparency, compliance and enriched client experience to Rathbones clients in the future."
"Through our partnership with Equipos, OpenText is working on a number of exciting new wealth management initiatives in the UK and North America showcasing the real impact of Enterprise Information Management at its best. The integration of Coric with OpenText Portal has created a powerful multi-channel reporting solution that significantly improves the quality of customer relationship management for Equipos and promotes client acquisition and retention," said Richard Price, OpenText’s UK head of financial services sales.
Currently Rathbones has GBP17.35 billion assets under management (AUM).
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