Ocorian launches GP analytics solution in strategic partnership with AssetMetrix to enhance real-time data insights for clients

Ocorian, a leading global provider of fund administration, fiduciary, and compliance services, is excited to announce its launch of a next-generation reporting and analytics technology platform in a strategic partnership with AssetMetrix. Designed to integrate data from various sources, enhancing portfolio analytics and streamlining reporting resulting in more efficient operations and decision-making.

The platform equips general partners with powerful tools for live web reporting, workflow management, and data transparency, powered by AssetMetrix, a leading provider of digital solutions for the private markets, with over €77 billion assets on their platform. 

Designed to address complex challenges in data management, reporting and investor relations, the new solution provides unmatched value for Ocorian's fund administration and corporate clients globally.

1. Web reporting: Clients gain real-time insights through interactive web-based reporting, customisable to meet the unique requirements of General Partners (GPs) and Limited Partners (LPs).
2. Full transparency to GPs and LPs: The platform ensures comprehensive visibility of all data, offering unparalleled clarity and empowering informed decision-making.
3. Fully integrated investor portal: A seamless interface consolidates investor performance views, document management, and secure data sharing, streamlining investor relations.
4. Workflow-driven document management: An advanced workflow engine facilitates automated document logistics, client approval processes, and direct investor distribution, significantly enhancing operational efficiency.

Yegor Lanovenko, Co-Head of Fund Services at Ocorian, commented: "Our joint solution underlines our commitment to proactive innovation, combining best-in-class complementary capabilities of trusted partners to deploy solutions that proactively address our clients’ needs. The ability to access reliable and configurable analytics on-demand and in a secure way, with full integration to our accounting books and records, is setting a new standard for private markets.” 

Charlotte Cruickshank, Global Head of Fund Onboarding and Solutions at Ocorian, said: "Our partnership with Asset Metrix gives Ocorian clients access to their data through a state-of-the-art analytics platform. This tool will transform how they work, giving them access to all fund and investor data points we hold in our system thereby enhancing operational efficiencies and investment decisions on their side through data-driven insight.” 

Dr. Dimitris Matalliotakis, CEO & CPTO at AssetMetrix, added: “Partnering with Ocorian demonstrates the value of bringing together leading-edge technology and exceptional client service. The team at Ocorian really do think differently about technological innovation and how they integrate that with client service, they are much more technology forward. Our collaboration gives Ocorian’s client real-time reporting and analytical insights based on consistent data sets. Together, we are setting a new standard in fund technology, and this collaboration underscores our shared vision to drive meaningful innovation for the financial services industry.” 

This next-generation platform supports Ocorian’s commitment to helping clients adapt and thrive in a rapidly evolving market. By integrating advanced computation logic, real-time KPI tracking, and secure, bi-directional digital interfaces, Ocorian’s clients gain the tools to manage complexity, meet regulatory requirements, and optimise performance.

Ocorian continues to redefine the client experience, setting new benchmarks for service excellence, data transparency, and operational agility. Ocorian is at the forefront of client-centric solutions, delivering unmatched value and operational agility to its clients globally.