Fund Fact Sheet Service

Save time and focus on your fund strategies. Let us automate your fund fact sheet creation process to improve regulatory oversight, reduce manual errors and optimize your internal resources.

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Fund Factsheet Service

Institutional Reporting

Our institutional reporting service offers the depth of information required to support your institutional investor marketing strategies. We offer the most sophisticated fund performance attribution and reporting services to support your firm’s marketing strategies. Our team of quants and programmers can match any level of complexity required in your reporting documents.

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Institutional Reporting with Performance Attribution

Web Charts

Show off your funds performance and let investors interact with their investment through our beautiful interactive web charts. We customize the charts with your stylistic requirements and make integration with your website a snap. Whatever data you are trying to present to your investors we have a beautiful web visualization available.

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Web Charts for funds live performance

KIDs for PRIIPs

Make sure you are prepared for the new, binding EU regulation No. 1286/2014 by January 1, 2017. Learn more about our efficient solution for the production, publication and dissemination of your KIDs (Key Information Documents) for PRIIPs (Packaged Retail and Insurance Based Investment Products).

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kids for priips

 References

Commerzbank Logo
CIBC Logo
von der Heydt Vermögensverwaltung Logo
Allianz Global Investors Logo
Michael Pintarelli Logo
Skalis Funds Logo

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