Wood Street, London, EC2V 7AN, United Kingdom
Reporting as a Service is a best-in-class, cloud-based reporting solution for all investment firms including; wealth managers, family offices, asset managers and asset servicers. The speed of set up and pay per use model mean it is an attractive solution for firms of all sizes
The two founding directors have over 60 years of industry experience between them across both the business and IT domains. This knowledge and experience has been used to create a truly world-class end-to-end reporting solution. An elegant and efficient technical solution delivering a user-friendly and highly automated user interface to manage and control the entire report production process.
Reduced fees and revenues are a constant pressure on investment firms, as well as clients wanting more complex and more personalised reporting more quickly, Reporting as a Service provides a single solution to both these challenges - reducing costs and improving reporting.
Client Communications & Reporting, Technology Strategy & Consulting
12/05/2020
Business Process Management & Outsourcing, Client Communications & Reporting
19/02/2020
Business Process Management & Outsourcing, Client Communications & Reporting
12/02/2020
Business Process Management & Outsourcing, Client Communications & Reporting
05/02/2020
Business Process Management & Outsourcing, Client Communications & Reporting
18/10/2018
The Opus Nebula team are domain experts in applying smart cloud technologies to provide state-of-the-art client and fund reporting capabilities to investment and asset management firms. Drawn from the tier one banking community the team has deep-domain knowledge and unrivalled experience of delivering reporting solutions at scale. Founding directors Andrew Sherlock and Shawn Obery have over 60 years’ experience in financial services, specialising in client reporting, client servicing, operations, database design and change management. We are on a mission to help all our clients provide accurate, timely and tailored reporting services to their valued clients.
Reporting as a Service is targeted to investment firms, including wealth and asset managers, single and multi-family offices and asset servicers. Many firms with older systems or processes struggle with reporting scale, personalisation of reports, multi language outputs and the inclusion of commentary. Many older less flexible systems struggle to produce reports for individual family members, as well as groups and an overall view of the entire portfolio of all assets. All these elements of reporting are available out of the box with Reporting as a Service.
Business Process Management & Outsourcing Client Communications & Reporting
7th March 2023
Opus Nebula has released a case study about a recent asset manager it has onboarded. It outlines the journey that Asset Management One International (AMOI) took in selecting our SaaS...
Business Process Management & Outsourcing Client Communications & Reporting
17th January 2023
Brunel Pension Partnership is a Local Government Pension Scheme (LGPS) pool responsible for more than £35 billion of investments across ten LGPS funds for Avon, Buckinghamshire, Cornwall, Devon, Dorset, the...
Business Process Management & Outsourcing Client Engagement & Management
31st January 2022
January 2022: Asset Management One International (AMOI) is live on Opus Nebula’s Reporting as a Service® solution for production of its fund factsheets. AMOI and their clients are benefiting from improved...
Business Process Management & Outsourcing Client Communications & Reporting
26th January 2022
Fundamental Asset Management select Reporting as a Service to deliver improved client reports, flexibility, scale and a future-proof model – in a cost effective and affordable manner. Click the image below to...
Business Process Management & Outsourcing Client Communications & Reporting
8th November 2021
November 2021: Fundipedia and Opus Nebula have integrated their cloud-based SaaS solutions to provide a turnkey solution for fund data management and fund reporting for investment houses, wealth managers and asset servicers. The initial...
Business Process Management & Outsourcing Client Communications & Reporting
1st November 2021
Over the last few years, I’ve noticed a growing trend where some, who have had the opportunity to do so, have shunned the trappings of the rat-race and chosen an...
Client Communications & Reporting Portfolio Build, Analysis & Reporting
6th July 2021
Clearly there’s no one line answer to that question, but please download our white paper that provides context, experience and best-practice recommendations that combine to answer that question from all...
Client Engagement & Management Portfolio Build, Analysis & Reporting
8th April 2021
Not so long ago, Environmental, Social, and Governance (ESG) themes appeared to generate little interest in the investment community. No more. Investors are now analysing ESG criteria equally amongst other metrics...
Business Process Management & Outsourcing Client Communications & Reporting
8th April 2021
April 2021: Fundamental Asset Management (FAM) has selected Opus Nebula’s Reporting as a Service® solution for production of its quarterly client investment reports. FAM and their clients will benefit through...
Business Process Management & Outsourcing Client Communications & Reporting
22nd March 2021
A month ago I wrote about the pressures that were building in our industry. I talked about the increasing reporting expectations of clients, the pressure to modernise and replace old...
4th February 2021
The Opus Nebula team are delighted to have been commended for the “Best Client Solution” at the 2020 FundTech Awards. It is fantastic to be recognised in this way for...
Client Communications & Reporting Client Engagement & Management
29th January 2021
From the date we’re born, we’re herded into numerous annual classifications. They’re throughout education, sport, leisure and, due to taxation and accounting cycles, the world of commerce too. The forces...
16th December 2020
We are very excited to announce that Opus Nebula has been selected for the WealthTech 100 list for 2020. This is the second year in a row we have proven...
Business Process Management & Outsourcing Client Communications & Reporting
15th December 2020
Welcome to our final blog of the year. As 2020 draws to a close we thought it would be useful to look back over our year of publications, e-book and...
Business Process Management & Outsourcing Client Communications & Reporting
20th November 2020
The Type 1 – more commonly known as a VW Beetle – made its public debut at the Berlin motor show in 1939. Over its 65-year life span around 21.5...
Business Process Management & Outsourcing Technology Strategy & Consulting
26th October 2020
Total Cost of Ownership “TCO” – the clock is already running. Acquisition costs are actually incurred from the moment you decide something needs to be done. Like many other costs related...
30th September 2020
“Winning doesn’t matter, it’s the taking part that counts.” A phrase that’s echoed around the world on school sports days and uttered by countless consolatory parents to soothe the heartbreak...
Business Process Management & Outsourcing Client Communications & Reporting
23rd September 2020
As we wrote in our Untrue Efficiency paper earlier this year (get it here) increased #efficiency provides more time, and more time gives you more head space to think. That...
Business Process Management & Outsourcing Client Communications & Reporting
9th September 2020
However you want to say it, it appears to be true and evident across many areas of our lives as a result of the global pandemic. Some examples of innovation include,...
7th August 2020
Efficiency, or rather “Untrue Efficiency” – we’ve been talking about it a lot. We wrote a paper that introduced it in January (you can read that here) and have been...
Business Process Management & Outsourcing Client Communications & Reporting
27th July 2020
Many of us have been working from home for a while now and are getting used to operating “business as usual” from home. However, have you tried to change something...
Business Process Management & Outsourcing Client Communications & Reporting
10th July 2020
Business Process Management & Outsourcing Client Communications & Reporting
24th June 2020
Simplifying your operating model and improving your client report production process is crucial to providing an outstanding experience to all your clients. In this blog post, I have identified 5 specific...
Business Process Management & Outsourcing Business Strategy & Advisory
15th June 2020
Is your firm operationally efficient? Well, we think, with a high degree of confidence that it’s definitely not and to understand why, you only need to acknowledge what efficiency, or...
Business Process Management & Outsourcing Client Communications & Reporting
15th June 2020
At this year’s digital TSAM London event there were many presentations which provided valuable industry insight from a range of exceptional speakers, but in this blog I wanted to discuss one session...
Business Process Management & Outsourcing Client Communications & Reporting
28th May 2020
Given the wide range of functions carried out by asset management and wealth management firms, and the complexity of these functions, it is all too easy to get distracted and...
Client Communications & Reporting Digital Platforms & Tools
13th May 2020
Ten years ago, there was considerable reluctance within the financial services industry to adopt the “cloud” as a technology. However, ten years later the cloud industry has demonstrated to the...
Client Communications & Reporting Technology Strategy & Consulting
12th May 2020
Reporting as a Service simplifies your operating model, and improves your client and fund reporting.
28th April 2020
Jonathan Clark comments: “I’m extremely excited to join Opus Nebula at this stage in its history, having closely watched the firm grow from start-up to become one of the leading...
Business Process Management & Outsourcing Client Communications & Reporting
15th April 2020
It can be difficult to identify inefficient processes in your workplace. If your firm hasn’t simplified its business model, optimised its structure and removed waste from its operational processes then...
Business Process Management & Outsourcing Client Communications & Reporting
7th April 2020
Investment firms face increasing complexity throughout their business and need to consider how to simplify and streamline certain key areas so they can focus on their core business. Investment reporting...
Business Process Management & Outsourcing Client Communications & Reporting
1st April 2020
Many people are working from home 5 days a week for the first time as a result of the COVID-19 pandemic. There’s been many useful and insightful tips across social...
Business Strategy & Advisory Technology Strategy & Consulting
25th March 2020
If the goal of an organisation is to maximise profit it needs to be efficient. Many firms think they already are but in reality, efficiency isn’t a characteristic they possess....
Client Communications & Reporting Client Engagement & Management
4th March 2020
Producing factsheets manually in Microsoft Word or PowerPoint always has its challenges. Typically, these include; Template management This is very complex to manage and often results in branding, layout and content differences between...
Business Process Management & Outsourcing Business Strategy & Advisory
20th February 2020
If your firm hasn’t simplified its business model, optimised its structure and removed waste from its operational processes then it’s expending unnecessary resource. We call this Untrue Efficiency, and in...
Business Process Management & Outsourcing Client Communications & Reporting
19th February 2020
In this third video with Opus Nebula, Andrew Sherlock, COO, talks to us about the challenges wealth managers face in delivering a better client reporting solution. Thank you again to Andrew...
Business Process Management & Outsourcing Client Communications & Reporting
12th February 2020
In this second video with Opus Nebula, Andrew Sherlock, COO, talks to us about the status of client reporting and the benefits of a best-in-class approach, including: How he would describe the...
Client Communications & Reporting Data Management & Analysis
6th February 2020
One of the most crucial aspects of any reporting project is the data; the identification of the golden source, the format and content of the data files, and how the...
Business Process Management & Outsourcing Client Communications & Reporting
5th February 2020
Welcome to the first video of our new video interview series with Opus Nebula. Here, we interview Andrew Sherlock, COO, who talks to us about the market themes behind the...
Technology Strategy & Consulting
22nd January 2020
For some time, industry commentators have been focussing on “industry change” and attempting to predict its consequences. Whilst some have concentrated on potential failure – suggesting slow-to-act firms will collapse...
Business Process Management & Outsourcing Client Communications & Reporting
22nd January 2020
Edinburgh Partners select Reporting as a Service® to replace their legacy reporting system; initially providing “like-for-like” reports whilst delivering enhanced flexibility, scalability and a future-proof model. Producing Client Reports and...
Business Process Management & Outsourcing Client Communications & Reporting
8th January 2020
Now we have entered a new decade is it finally time to update your fund reporting solution and leave your legacy system in the past? One of the reasons firms contact...
Business Process Management & Outsourcing Client Communications & Reporting
9th December 2019
Project Management as a field of study teems with references to risk. The most common categories being Cost – its escalation due to scope creep, Time – because activities might take longer than initially...
Business Process Management & Outsourcing Client Communications & Reporting
6th December 2019
Many investment firms are finding that they are spending more and more time and effort producing client reports, taking time away from client service. This is because the deadlines are...
Client Communications & Reporting Data Management & Analysis
27th November 2019
Client reporting and your client’s response and reaction to it (if captured) creates valuable information that can then be used to improve and enhance your client reporting – the classic...
Business Process Management & Outsourcing Client Communications & Reporting
1st November 2019
There’s some confusion about how our cloud-based client reporting service works, and how users (reporting teams within investment firms) interact with the system to produce reports so this short blog...
Business Process Management & Outsourcing Client Communications & Reporting
1st October 2019
A few people I’ve spoken to recently were a little confused about Reporting as a Service. They thought that Reporting as a Service was to outsource the production of your...
Business Process Management & Outsourcing Client Communications & Reporting
1st September 2019
Over the last decade or so, industry has realised that nothing has greater impact on a firm’s reputation, growth and profit than the way it interacts with its clients. Subsequently,...
Business Process Management & Outsourcing Client Communications & Reporting
1st June 2019
Many investment firms’ operations and systems are complex and so is their client reporting. This can be for a number of reasons and is often due to systems that were...
Business Process Management & Outsourcing
1st May 2019
Software as a Service (SaaS) is a software distribution model in which a third-party provider hosts applications and makes them available to customers over the Internet. SaaS is one of...
1st March 2019
We are pleased to announce that Opus Nebula have been selected for the WealthTech 100 list for 2019. The world’s most innovative providers of digital solutions having a lasting impact...
12th December 2018
12th December 2018: Edinburgh Partners Limited (EPL) has selected Opus Nebula’s Reporting as a Service solution (RaaS) for production of its fund factsheets, monthly, quarterly and annual investment reports. RaaS will benefit EPL...
1st December 2018
Unashamedly, after a 30+ year biz dev and sales career I still get ‘that buzz’ as the ink goes down on a new contract signing. Even though sadly, the days...
Business Process Management & Outsourcing Client Communications & Reporting
18th October 2018
ON Demand. ON Brand. ON Board. Opus Nebula provides a fully automated end-to-end reporting solution, Reporting as a Service, integrated to your data sources, producing reports to your precise specification and...
1st September 2018
We are delighted to have been invited to contribute to the 2017/18 Finance – The Parliamentary Review – A Year in Perspective – ‘Highlighting Best Practice’. To read the Opus...
22nd May 2018
London – 22nd May 2018: London CIV (LCIV) the first authorised and regulated investment management company set up within the local government pension scheme initiative in the UK has selected Opus Nebula’s...
Client Communications & Reporting
1st January 2018
Confusing… but sound familiar? The situation described is where people are too busy doing their day-to-day function, and have identified that it is getting out of control, but need help...
Business Process Management & Outsourcing Client Communications & Reporting
1st January 2018
Opus Nebula are fund and client reporting specialists, offering best-in-class, cloud based Reporting as a Service for the industry, including wealth managers, asset managers and family offices. Please click on the...
Business Process Management & Outsourcing Client Communications & Reporting
1st May 2017
Reduced time to market. Cost effective solution. Enhanced client servicing. A significant step-forward for client reporting in CCLA Investment Management Limited (CCLA), one of the UK’s largest specialist fund managers...
Business Process Management & Outsourcing Client Communications & Reporting
1st March 2017
Investment firms face ongoing pressures on their client reporting functions and are having to look for ways to do more with less. We believe the client reporting industry is entering...
Business Process Management & Outsourcing Client Communications & Reporting
1st May 2016
This paper attempts to explain Software as a Service (SaaS) reporting in more detail and to compare SaaS reporting with a more traditional client reporting in-house implementation, from the perspective...
Reporting as a Service is a complete end-to-end client reporting solution. It is hosted in the Microsoft Azure Cloud for security, scale and resilliance. The system benefits from dynamic templates that automatically flex based on the client or fund, and other data to produce exactly the required reports, in any......
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