Designed around you
All documents are built around your brand and communication requirements.
Our state of the art Configuration Tool enables quick development and design of your documents, allowing additional fields to be added without major development. Factsheets, KIIDs and PRIIPs can be produced in a multitude of different languages to comply with local legislation and make your documents internationally appealing.
Reduce your risk
All automated factsheets produce an audit trail that works in harmony with regulatory and compliance requirements.
The Data Validation File checks and validates data based on your chosen tolerances month on month to ensure the data remains accurate. Any discrepancies are easily flagged to you via a dashboard without the need to look through every document.
Reduce production times
Our fully automated service increases efficiencies to 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 reducing the risk of any errors or inconsistencies.
Automate your report production and achieve operational efficiencies while adhering to regulatory requirements.
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.
Globalise your fund data, documents and content.
Connect your funds with all relevant distributors, investors and platforms around the world.
Efficient management of fund data and documents.
Take control of your fund data and documents with our data management solutions
Grow sales and distribution reach.
Our fund marketing solutions, from our range of publishing sites to trusted fund ratings, can help drive awareness and growth in assets under management.