Asset managers operate in an increasingly complex environment. Portfolios span multiple custodians, jurisdictions, and asset classes. Regulatory demands, from MiFID II to ESG disclosures, require precision and adaptability. Meanwhile, fee compression and margin pressure are forcing firms to do more with less.
Traditional reporting methods, often reliant on manual workflows and legacy systems, struggle to keep pace. Reports are delayed, data is fragmented, and compliance risks grow.
Most importantly, the client experience suffers. When reporting fails to reflect the sophistication of the portfolio or the strategic value of the manager, trust erodes.
Institutional clients want more than performance numbers. They expect reporting that reflects their mandates, benchmarks, and risk profiles. They want to see how their portfolios are performing in real time, across asset classes and geographies. They want reports that are tailored to their needs, delivered in their scalable format, and accessible on demand.
Clients want to understand the “why” behind performance, not just the “what.” They want to see how their investments align with strategy, how risks are being managed, and how their manager is adding value. Dive deep into the why and slice and dice returns and risks.
To meet these expectations, asset managers need reporting tools that are flexible, scalable, and intelligent. This is where etops Asset Manager Pro and etops Analytics Studio come into play.
etops Asset Manager Pro is designed to support the full investment lifecycle, from strategy and transaction generation to compliance validation, settlement, and reconciliation. It enables asset managers to simulate portfolios in real time, validate investment guidelines pre- and post-trade, and manage multi-asset mandates with precision. The platform also integrates with over 100 brokers and custodians via FIX and APIs, ensuring seamless connectivity and operational efficiency.
Complementing this, etops Analytics Studio provides interactive dashboards and KPI tracking tailored to different roles within the organisation. Whether it’s a portfolio manager monitoring performance, a compliance officer reviewing risk exposure, or an executive assessing mandate profitability, Analytics Studio delivers the insights needed to make informed decisions. Its scalable architecture supports reporting for thousands of clients per month, with options for predictive analytics and segmentation.
Together, our platform enables asset managers to automate reporting workflows, customise outputs for different stakeholders, and embed compliance content where needed, all while maintaining speed, accuracy, and control.
Modern client reporting helps asset managers in three key ways:
In a market where expectations are rising and margins are tightening, reporting is no longer just a deliverable, it’s a reflection of your firm’s value.
If you’re an asset manager looking to modernise your reporting, streamline operations, and deliver more value to your clients, let’s talk. Our team at Etops can walk you through how etops Asset Manager Pro and etops Analytics Studio can support your goals, whether you’re managing a handful of mandates or scaling across thousands.
Click down below to: Watch etops Asset Manager Pro’s Demo and book a meeting!