OHV Asset Management, a Dutch asset manager, has opted for SS&C’s Vision FI platform to improve client communications and reporting for its private wealth clients and intermediaries.
The vendor said that its platform will offer OHV an intuitive self-service portal as well as allow account managers to meet ad hoc client requests.
The platform can be used to tailor the end-client experience in print and online reporting, SS&C said, thereby helping account managers satisfy custom client requests quickly.
OHV partner Richard Abma said: “OHV ultimately selected SS&C because Vision FI’s multi-user web capabilities are ideal for our firm to get one overview across all our clients.
“In today’s highly competitive market, personalised client communications is imperative. Vision FI makes it easier to deliver timely and relevant communications through the online client portal, differentiating us from the competition.”
SS&C senior vice president of institutional and investment management Christy Bremner said: “Our end-to-end, scalable solution will help OHV improve engagement with clients, decrease the time it takes create and publish reports, and provide more customisable investment information.”