Save time and focus on your fund strategies. Let us help automate your fund fact sheet creation process with improved regulatory oversight, reduced manual errors and optimize your internal resources.
Daily Fund Fact Sheet Updates
Get your fund fact sheet updated on-demand without wasting your team’s time. Avoid manual template updates and the associated errors through our automated fund fact sheet creation process. You will save resources spent on your monthly or quarterly fact sheet update process. Your fact sheet is up-to-date and ready for distribution everyday.
Customized Fact Sheet Design
Whether you want to include investment performance and risk reporting, your specific marketing and branding, or monthly fund commentary we can customize your fund fact sheet to your needs. Our team has created a broad range of fund fact sheets for asset managers around the world to beautifully represent their investment and marketing strategies.
Responsive Support & Personal Service
We pride ourselves on having the most dedicated support staff focused on your business needs so that you can be confident that we will support you at all levels with your marketing and reporting strategies. We are an agile, fast moving and responsive team who are experts in our field and always welcome the opportunity to discuss fund fact sheet creation and how we can aid your investment strategies.
See the additional features you gain by using the Fund Fact Sheets.
Personalized Marketing Material
Use your unique and individual design, logos and fonts to create high quality personalized marketing material.
Reduce your manual errors, error rates and costs by fully automated creation and delivery via email, server transfer or static link (available for easy Web-Hosting).
On Demand Generation
The fact sheet is created on a daily basis and you always have the ability to retrieve previously dated fact sheets on demand.
Time-Delayed Reporting of Holdings Available
The reportings can be completely or partly time-delayed to fulfill you needs or maintain legal restrictions.
Individual Asset Classification
Show your portfolio structure in your personalized and individualized asset classification to easily present your strategy to your clients.
Keep your investors informed about your strategy and the market by using our monthly commentary function.
Individual design and classification
not enough for you?
See our institutional reporting solutions for derivatives and complex financial securities.