Designed around you
Investors rely on fund fact sheets to provide key fund information in a succinct and easy to understand format. Our configuration tool enables quick development and design of your documents, true to your brand guidelines. Your marketing documents can be produced in multiple languages to comply with local legislation, also supporting your global distribution efforts.
Improve efficiencies
Our fully automated service increases efficiencies in your business. By signing off your fund data at source you can eliminate time consuming approvals, freeing up resource to focus on your customers and greatly reduce the risk of any errors or inconsistencies.
Automatic audit trail & document archive
All documents are accessible using our secure portal. User permissions are enabled to prevent unauthorised changes and publishing, allowing for further quality control. The portal documents a trail of completed actions automatically, essential for any transparent, compliant process. Your published documents are archived for 10 years should there be a need to review them in future.
Customise your documents
Take control of how your templates look by using our configuration tool. Change the fonts, colours, table styles and preview changes instantly before publishing. You can even upload your own logos and fonts. Our HTML documents allow interactive charting and content display and are fully responsive for easy viewing on smart phones and tablets.
Simple process
We ingest your data, fully validating each file to ensure complete accuracy. Our secure portal also allows you to review your documents before publishing in both PDF or HTML formats, to ensure its accuracy while also being able to meet the preferences of your customers.
Linked Services
FE fundinfo eases the process of fund marketing and distribution through linked fund registration, web publishing and document dissemination services. We have the ability to power your global fund distribution strategy by enabling you to better connect and better inform your investors and fund distributors through our data and technology lead solutions.
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Fund Registration
Globalised fund registration and maintenance.
Our specialised consultancy and project management service helps remove the administrative burden of obtaining authorisation and distributing your funds in other jurisdictions.
Content Dissemination
Publish your videos and marketing content worldwide.
Support your sales efforts by publishing added value content and videos on your funds via multiple distribution channels using our content distribution service.
Web Publishing
Reach fund selectors and investors worldwide. Connect with fund selectors, distribute your content and build your pipeline.
Data Feeds
Our feeds can be customised in terms of format, frequency, fields of data and data granularity, fund and instrument universe delivery mechanism and more.