Designed around you
Investors rely on fund fact sheets to provide key fund information in a succinct and easy to understand format. Our configuration tool enables quick development and design of your documents, true to your brand guidelines. Your marketing documents can be produced in multiple languages to comply with local legislation, also supporting your global distribution efforts.
Our fully automated service increases efficiencies in your business. By signing off your fund data at source you can eliminate time consuming approvals, freeing up resource to focus on your customers and greatly reduce the risk of any errors or inconsistencies.
Automatic audit trail & document archive
All documents are accessible using our secure portal. User permissions are enabled to prevent unauthorised changes and publishing, allowing for further quality control. The portal documents a trail of completed actions automatically, essential for any transparent, compliant process. Your published documents are archived for 10 years should there be a need to review them in future.
Customise your documents
Take control of how your templates look by using our configuration tool. Change the fonts, colours, table styles and preview changes instantly before publishing. You can even upload your own logos and fonts. Our HTML documents allow interactive charting and content display and are fully responsive for easy viewing on smart phones and tablets.
We ingest your data, fully validating each file to ensure complete accuracy. Our secure portal also allows you to review your documents before publishing in both PDF or HTML formats, to ensure its accuracy while also being able to meet the preferences of your customers.