Eaton Vance signs up for SimCorp Coric

Eaton Vance signs up for SimCorp Coric

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Eaton Vance Management has chosen SimCorp Coric as the new client reporting and communications platform for its global operations. 

The agreement, which was signed in December 2014, covers Eaton Vance Management and its majority owned affiliates, including Parametric and Atlanta Capital Investment Managers.

"Throughout the selection process, we received positive recommendations from existing SimCorp Coric clients," who spoke often of the operational efficiency the solution provides. This enables client relationship managers to spend more time engaging with clients to satisfy their individual investment goals.”

Eaton Vance will deploy SimCorp Coric to automate the production of client communications, including quarterly client and investment reports, client statements, and fund fact sheets.

SimCorp say that the platform shortens reporting cycles and that the client relations team will be able to reallocate time and resources to client-centric servicing work.

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