Koger, a global financial services technology company, has launched an open-source client portal for financial institutions, asset managers, and fund administrators that works in tandem with the systems they already have in place.

“With our technology, financial firms don’t have to build their own client-facing portal.  We provide the code and firms can use it as an overlay with their existing systems,” says Ras Sipko, Koger’s Chief Operating Officer.
 
The portal interfaces with all systems and offers complete functionality with full operational transparency. It’s a flexible solution that financial firms can deploy with their current technology.
 
“You no longer need to be a user of the Koger platform in order to take advantage of our client portal offering. Because it’s open source, financial institutions, fund managers, and administrators can now conveniently integrate it into their own platform to enhance customer service and increase transparency, with a considerable reduction in cost and implementation time,” says Sipko.
 
Koger is best known for a providing a platform for investor services, compliance, and business process management. The company’s transfer agency solution supports more than 8,000 funds with USD2 trillion in assets under administration. Koger works with fund service providers, financial institutions, and global asset managers, including hedge funds, private equity funds, retail funds, and pension funds.