Anevis Solutions is well known for its automated and individualized funds factsheets and website charts. But we offer more to our customers to provide them with individualized and customized reporting solutions. 

Due to our experience in the field of fund factsheets and digital website charts Anevis Solutions is constantly extending its product range. Our corporate principles are the basis of a cooperation with each of our customers: We are focused on our customers’ needs and reacting to market trends. For this reason we developed in the past years several solutions for asset managers, management companies or banks.

This blog series will explain how this exactly works and which benefits we offer!

As stated in our corporate principle, the customer is always in the center of our attention. Each customer has its own personal project manager, who is responsible for any needs or changes and helps with all requests. Even if there is a regional public holiday, a part of our team is still available for you and offers support. 

As we offer individualized reporting services to our customers we can easily represent your corporate identity – if you already have a style guide, we create the reporting according to it – if you haven´t one our design team is happy to help you with the design which fulfills all of your requirements. The special part is also, that you not only can individualize the design, you can also individualize the content. Our services help you show your portfolio´s structure with individual classification to portray and present your strategy. For this you can individually update and maintain the master data of your underlying securities. In our blog article ESG-Reporting Part III – Individual Solutions you can receive more information on how you can individualize your ESG Reporting. 

A further benefit of us is that you can receive several solutions from our company. We offer you a full service reporting suite and deliver you every document you need. In addition to marketing material such as factsheets, sales presentations, website charts or ESG reporting we offer the creation and calculation of various regulatory documents such as PRIIP KIDs, UCITS KIDS, SFDR or taxonomy reporting. Additionally we take on live hosting for all of your documents and not only for self-created documents also for external documents. So you can easily display all of your marketing and sales documents together on your website.
If the solution you need is not offered on our website, feel free to contact us and together we can develop a solution tailored to your needs.

If you want to know more about our services, feel free to contact us!

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