blogs
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...
blogs
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...
blogs
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...
news
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...
blogs
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...
news
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...
blogs
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...
blogs
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...
blogs
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...
blogs
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...
blogs
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...
blogs
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,...
blogs
Compliance & Regulation
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...
blogs
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...
blogs
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...
blogs
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...
blogs
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...
blogs
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...
blogs
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...
blogs
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...
blogs
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....
blogs
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...
blogs
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...
blogs
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...
blogs
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...
blogs
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...
blogs
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...
blogs
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...
blogs
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...
blogs
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...
blogs
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,...
blogs
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...
blogs
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...
news
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...
news
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...
news
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...
news
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...
news
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...
insight
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...
