Bringing you live news and features since 2006 

OHV Asset Management chooses SS&C to enhance client communications and reporting

RELATED TOPICS​

OHV Asset Management (OHV) has selected SS&C’s Vision FI platform to provide an interactive client communications portal for their private wealth clients and intermediaries.

OHV’s implementation of Vision FI provides their clients with a comprehensive and intuitive self-service portal while also fully enabling account managers to fulfil ad hoc client requests.  Vision FI offers simple drag-and-drop design functionality and robust workflows enabling firms to completely customize the end-client experience in both print and online reporting. This enables OHV account managers to rapidly fulfill custom client requests across both mediums.
 
“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,” says Richard Abma, partner at OHV Asset Management. “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’s Vision FI enables firms like OHV to deliver a modern client communications platform for their clients and internal staff,” says Christy Bremner, Senior Vice President, Institutional and Investment Management, SS&C. “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.”

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by