UK-based Equipos has rolled out Coric version 6, its client reporting and document management solution for institutional and private client investment managers.

This new release carries “significant advances” in institutional report production, the firm said. It has user-adjusted dashboards to provide automated overviews and effective management of the report production process, and client services managers gain a top level overview of the progress of all reports.

“The new Coric Report Layout Builder is the first truly user friendly report layout tool to hit the market. Very high quality reports can be created, or existing reports changed quickly and easily, using corporate templates stored within Coric’s template library. Unlike other reporting tools available today, the IT department does not need to be involved,” Equipos said in a statement.

“Coric version 6 is designed to put the business in control of its own reporting environment,” said Damian Bryan, founder and product director of Equipos.

Founded in 1999, Equipos deals with clients such as Cazenove Capital Management, Fairbairns Private Bank, Hargreaves Hale, Jupiter Asset Management, Rathbones and Rensburg Sheppards.