Asset Manager
Anevis Solutions offers asset managers the opportunity to be able to provide their clients with individualised and automated marketing materials in various languages without great effort. Whether you’re the manager of a private-label fund or a large scale, independent asset manager with a diverse palette of funds, we have the right solution for you.
Receive individualised and automated factsheets which reflect your product data on a daily basis as well as being tailored to your investors needs.
You can use website widgets to display your fund data on your website. These offer your investors the option of interacting with their investments.
Use the automated updates of your sales presentations to always keep your clients up to date.
To optimise your marketing strategy towards (semi-)professional investors you can use our institutional reportings, which include individual analysis and detailed statistics.
Present your sustainability strategy to your investors by using individual ESG-Reportings and work out a well-balanced marketing and sales document with our team.
Use this option to integrate all necessary documents like (bi-)annual reports, prospectuses, investor notices, UCITS KIIDs (key investor information documents) or PRIIP KIDs on to your website.
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Automate your reporting now
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