Eaton Vance Selects SimCorp Reporting And Communications Platform

Eaton Vance Management has chosen SimCorp Oric as the new client reporting and communications platform for its global operations.
By Joe Parsons(2147488729)
Eaton Vance Management has chosen SimCorp Oric as the new client reporting and communications platform for its global operations.

The agreement, which was signed last month, covers Eaton Vance Management and it majority-owned affiliates including Parametric and Atalanta Capital Investment Managers.

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

“This initiative was driven not only by the operational efficiencies that SimCorp Coric will bring, but also by our passion to enrich the quality and timeliness of the service we provide to our clients,” says John Shea, chief information officer, Eaton Vance.

“This enables client relationship managers to spend more time engaging with clients to satisfy their individual investment goals.”

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