Print this article

Pioneer Investments Goes Live With New Client Reporting Software

Rachel Walsh

26 February 2009

Pioneer Investments is now working with Vermilion Reporting Suite, a client reporting package from Vermilion, a software company that caters exclusively for client services units.

Pioneer required a flexible, workflow-driven reporting solution to enhance its month/quarter end reporting. The firm selected VRS as it enables client service professionals to generate multilingual, personalised, marketing-quality reports, extracting data from a variety of underlying data sources quickly and accurately.

“Since going live with VRS, we have significantly improved our reporting quality and the timeliness of delivery to our clients,” said Fred Gillis, client service manager at Pioneer Investments.

VRS streamlines the corporate reporting cycle whilst ensuring that the corporate branding and content standards are fully maintained. The package also integrates both standardised and customised portfolio commentary for publication via multiple formats, including Word, PowerPoint, PDF and XML.

“VRS is an impressive reporting tool, we fully intend to implement this solution in a number of Pioneer Investments sites globally” said Paul Price, global head of institutional sales.

Italy-based Pioneer Investments Management had €168 billion ($214 billion) in assets under management at 31 December 2008. It employs over 2,300  people and has a presence in 31 countries worldwide.