Marketing Suite
Offers SaaS solutions for individualised and automated print and online marketing for collective and structured investment products
Anevis Solutions creates a variety of marketing and print documents tailored to your wishes and demands for your investment products
We create individualised and automated Factsheets for your marketing needs. With these factsheets you can convince private and institutional investors to buy your products. To optimize your marketing strategy for (semi-)institutional investors you can use our Institutional Reportings. Using detailed portfolio analytics you will find individual solutions with our team. We also automatically update your Sales Presentations to ensure universal synchronisation of your sales and marketing documents. Additionally, to constitute your sustainability strategy we gladly create individualised ESG-Reportings .
Our online solution offers the option to display all content of your marketing documents digitally on your website. Also we can integrate your regulatory documents like (bi-)annual reports and prospectuses securely into your online presence.
We enable you to integrate Website Widgets into your website. We offer the infrastructure needed for the automated real-time portrayal of your investment products based on the acquired raw data we have from other reports. By simply adding a few lines of code these can be integrated into any website or content management system. We can also take on Live-Hosting for Print Documents. This way you can ensure that the newest version of marketing files like factsheets or sales presentations and regulatory documents such as UCITS KIIDs or (bi-)annual reports are effortlessly published on your website.
Our Process
Anevis Solutions realises clients’ demands and drafts the individual reports according to your expectations.
Personalised Marketing Material
We display your corporate identity and corporate design in your reporting and create individualised and personalised marketing material in various languages for you.
Displaying your Portfolio Delayed in Time
Your top positions and allocation analysis can be displayed delayed in time. This way you can protect your intellectual property and adhere to legal regulations.
Responsive Web Design
Investors can select the products from your marketing suite and interact with your website widgets from any device and browser.
Full Automation
Prevent manual errors and reduce your costs with the fully automated process of creation and distribution for your reports. Delivery ensues via API, Server Transfer, Webhosting and / or E-mail.
Individual Classification and Images
Show your portfolio’s structure with classifications and images to portray and present your strategy individually. For this you can individually update and maintain the master data of your underlying securities.
Creation on Demand
The reports are created on a daily basis and you always have the option of regenerating older versions. Additionally website widgets are updated in real-time and automatically by our platform.
High Server Availability
High technological standards guarantee the best server availability and stability.
Fast Support
Your goal oriented and personal contact person at Anevis Solutions will help you with all inquiries and concerns as soon as possible. Our employees are experts of their field and are happy to work towards individual solutions with you.
Quality Control
An internal quality control team secures our high standards for quality of automated as well as manual services such as reports and fast service.
Latest Articles
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INSIGHT ANEVIS Part II – From the first contact until the finalized reporting
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