Vermilion Software (‘Vermilion’), the leading global supplier of client reporting and communications software, is delighted to announce that its client reporting suite and pitchbook facility have been selected by active equity specialist Martin Currie.
Vermilion Reporting Suite was chosen by the Edinburgh-based asset manager as a means of consolidating its client reporting and marketing materials. This was Martin Currie’s first step toward future-proofing its reporting and communications function. The Client Services and Marketing teams at Martin Currie will be the main users of the software.
In addition to adopting Vermilion’s advanced V4.0 reporting technology, Martin Currie has also purchased the pitchbook-creation service V:Pitch. Sales teams use V:Pitch to make on-demand pitchbook presentations prior to visiting prospects or clients. This next generation facility allows client-facing teams to consume dynamic and workflow approved Vermilion content, as well as external content via an MS PowerPoint plug-in.
Toby Hogbin, COO at Martin Currie: “Vermilion impressed us with their willingness to work through our various challenges in terms of client reporting and pitchbook creation for our marketing teams. They were very proactive in demonstrating how their platform would deliver scalability and a clear return on investment for Martin Currie. The ability to provide factsheets, marketing collateral and client reports from a single platform is an attractive proposition.”
Vermilion will work in tandem with the client on a phased client reporting and marketing implementation, with the aim of rationalising reporting content and transferring the necessary skills concerning the platform to the reporting team at Martin Currie.
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Paul Smillie, Head of EMEA Commercial at Vermilion: “The platform will be delivering scalability and brand consistency to Martin Currie. VRS will also be satisfying an increasing range of client, regulatory and marketing requirements through an expanding set of distribution channels. We look forward to releasing tangible business benefits to Martin Currie.”
Martin Currie is an active equity specialist, focused on managing money for a wide range of global clients. Founded in 1881, the company began investing in global equities in the 1920s, developing its Asian and emerging-market capabilities thereafter. Today the firm manages active equity portfolios for a global client base of financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies and investment funds. Martin Currie is an independently managed investment affiliate of Legg Mason Inc., one of the world’s largest asset management firms.