Marketing Document Production

MEETING YOUR NEEDS

Optimise 90% of your marketing document production at scale in up to 30 languages

Our analysis shows that a medium to large-size asset management business needs to generate monthly on average 10,000 factsheet documents across around 1,000 share classes with only a fraction delivered to required timescales.

However, their production can be a lengthy and frustrating process with hours wasted on manual reconciliation, underlying data verification and back-and-forth with vendors, having detrimental effect on your operations and sales efforts.

Factsheets are tailored for forward-thinking companies seeking to improve their market agility and reduce overheads. Our automated platform revolutionizes the production of sales documents, delivering them faster, at scale and with more control and transparency. Position your business for success with our smart, efficient, and reliable service that sets new standards in document creation.

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Reduce operating costs

Our cutting-edge technology eliminates manual intervention and repetitive data entry, thus risks of errors enabling you to benefit from advanced functionalities such as localisation and focus on your BAU.
Optimise your process

Increase operational efficiencies and streamline your fund lifecycle management by investing in a comprehensive solution that integrated with all the capabilities available in the Fund Information Hub.
Extend your global reach

Your factsheets can be produced in up to 30 languages, in large volumes, and in compliance with local legislation, supporting your global distribution efforts.

BACKED UP BY THE NUMBERS

Data is at the heart of what we do

Our data management capabilities are invaluable to compliant and timely document production

700 k+

DATA POINTS

Processed monthly

150 k

DOCUMENTS

Generated every hour

1 .4mn

DOCUMENTS INGESTED

Volume ingested monthly

KEY FEATURES

A module within our end-to-end solution

Freeing up your resources and reducing risks with our factsheet production service

Golden source of data

We take data quality seriously and operate ISO accredited processes for the collection, validation and management of fund, sector and benchmark data, supported by a team of over 250+ fund data specialists with an average company tenure of 7+ years. We accept data in all forms and from all sources, whether its in a spreadsheet or from a third party, we’ll produce a single source of clean data.

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Automation & workflows

No more manual intervention, repetitive data entry and risk of errors - our sophisticated, event-driven, automated reporting platform will take care of it, generating unprecedented efficiencies and enabling you to focus on your BAU and benefit from advanced functionalities such as localisation.

Flexible document builder

We bring to the table 10+ years' experience in developing and designing fund factsheet templates and best practice guidance across international jurisdictions. Moreover, our configuration tool gives you the flexibility to effortlessly build templates to your brand and requirements.

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Multi-source data

We enable storage and utilisation of specialised 3rd party data in our database for the purpose of factsheet production which allows deeper production process optimisation. This includes specialised data as well as narratives, which we connect to by integrating your translators in the process.

Audit trail and archive

Our secure document production platform produces an audit trail of all completed actions, offering complete transparency and compliance throughout the creation process. Published documents are also archived for 10 years allowing you to review them in the future. User permissions are controlled and managed by you to provide additional security.

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