Requirements definition, data collection, development and design

With our consultants’ deep knowledge of asset management in banks, insurance companies, mutual funds and government agencies, we can quickly help new and existing clients streamline and quality assure their reporting workflow.

We ensure that our clients meet the ever-increasing demands of management, markets and regulators.

At Clara, we help our clients with

• Customer reporting
• Internal reporting
• Government reporting

* Client reporting

The clients of Swedish asset managers are increasingly demanding information-rich and well-designed reports that can also serve as internal reporting for the client companies. The need for interactive and tailored client reports is also increasing. Our consultants have experience in strengthening the competitiveness and efficiency of the reporting process of a number of players in the financial market.

* Internal reporting

It is increasingly important for asset managers to have a holistic view of how their firm’s asset management services are performing. We have extensive experience in building reporting and analysis tools where mandate returns & risk are analysed and compared with benchmark or peer group data.

* Regulatory reporting

Clara’s consultants have extensive experience in working with both the requirements and implementation of the various types of legal reporting that are mandatory for asset managers and must be delivered to Finansinspektionen, SCB or European authorities. We work along the entire chain of analysis, data collection, aggregation, quality assurance, transformation and delivery via APIs, web services or file transfer.

Clara – A full-service provider of efficient and quality-assured reporting

With Clara, you get a consulting firm that understands, with both depth and breadth, what it takes to deliver informative, clean and quality-assured reporting to customers, market, management and government.

Financial reporting for Fund managers

Requirements definition, data collection, data refinement, development and design.

The demands for frequent, informative and graphically appealing reporting are constantly increasing in the market. At the same time, it is important for fund management companies to have efficient processes for report production and quality assurance to avoid costs drifting.

At Clara, we have extensive experience in automating and lifting the reporting process for a number of players in the Swedish financial market and have a number of successful projects behind us where we have helped our clients increase their competitiveness with quality reports for distribution via PDF or web while at the same time being able to streamline the production of reports significantly.

At Clara we help our clients with

* Fund reporting

We are skilled in understanding market and regulatory requirements and in reporting fund management performance in a transparent and clear manner. We also have extensive experience of legal requirements imposed by national authorities and at EU level for consumer transparency (MiFID, KIID and PRIIPs (KID)).

* Regulatory reporting

Clara’s consultants have extensive experience in working on both the requirements and implementation of the various types of legal reporting that are mandatory for fund companies and must delivered to the FSA, SCB or European authorities. We work along the entire chain of analysis, data collection, aggregation, quality assurance, transformation and delivery via APIs, web services or file transfer.

* Internal reporting

It is becoming increasingly important to get an overall picture of how the company’s services are doing. We have extensive experience in building reporting and analysis tools where fund returns and risk are analyzed and compared with benchmark or peer group data.

We ensure that our customers live up to the ever-increasing demands of management, the market and the authorities. Through our consultants’ in-depth knowledge from banks, insurance and fund companies as well as government actors, we can quickly help new and existing customers to streamline and quality-ensure their report flow.

Clara – A full-service provider of efficient and quality-assured reporting

With Clara, you get a consulting company that, with both depth and breadth, understands what is required to be able to deliver informative, stylish and quality-assured reporting to customers, the market, company management and authorities. If desired, delivery can be completely outsourced in Clara’s system.

For more information and reference assignments, do not hesitate to contact us at info@claraconsulting.se.