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.”