2025 Guide to European Fund Reporting Vendors

Executive Summary

Despite the European Union’s efforts to build a single market for investment funds, European fund regulation differs slightly at the country-level. These differences, albeit slight ones, have resulted in a fairly fragmented landscape of providers of outsourced fund reporting (Figure 1). Though there has been considerable consolidation already, there is still room for further M&A activity: a good number of smaller, independent vendors remain on their own.

 

Figure 1 Landscape of European Fund Reporting Vendors

 

Mentioned in the report: AlphaOmega, Anevis Solutions, AQMetrics, Avanterra, Broadridge Fund Communication Solutions, Cinnamon Reporting, Cleversoft, Confluence, Connecting Flow, Content Software, Donnelley Financial Solutions, Fairmat, FE fundinfo, FinFiles, Focus Consulting, Fund KIS, Funds-Axis, FWW, Huguenot, Infront, Investment Data Services (IDS), iQuant Solutions, Kneip, Kurtosys, Lucht Probst Associates (LPA), Matterhorn Reporting Services, Morningstar, Reitigh, Solvency Analytics, Spectra Global Solutions Limited, WallStreetDocs, Zeidler Group

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