SimCorp rebrands Equipos
SimCorp has moved quickly to rebrand its recent acquisition, Equipos.
The company announced this week that Equipos had been renamed SimCorp Coric.
It said the firm’s name had changed to SimCorp Coric Incorporated in North America and SimCorp Coric Limited in the UK.
The announcement said the firm’s mainstay solution, SimCorp Coric Client Communications (formerly Equipos Coric Client Communications), was a software solution that empowered private wealth and institutional asset management firms to enhance client service, increase operational efficiency and enrich client experience through the automated production of personalized client reports, pitchbooks, client meeting packs, and other client communications.
Equipos was acquired by SimCorp in early March and prior to that SimCorp held a 20 per cent stake in the company.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.