Factsheet Production
Revolutionise your fund factsheet production through dramatically elevated accuracy and speed-to-market with FE fundinfo's automated factsheet configuration and production tool.
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 but manages to deliver only a fraction to required timescales.
Factsheet 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.
Our Factsheet Production solution is 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.
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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 Nexus for Asset Managers.
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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.
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On your brand
Brand consistency drives the growth and recognition of leading global brands. Our configuration tool gives you the flexibility and control to design your key information document templates with a consistent output and in your desired format, whether in PDF or interactive HTML for greater digital engagement.
BACKED UP BY THE NUMBERS
Data is at the heart of what we do
Our data management capabilities are invaluable to compliant and timely factsheet production
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13 m+
DATA POINTS
Processed monthly
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150 k
DOCUMENTS
Generated every hour
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1.4 m
DOCUMENTS INGESTED
Volume ingested monthly
CASE STUDIES
Technology and expertise prove invaluable in optimising your processes
"The key thing that really springs to mind is just how quick and easy factsheet production with FE fundinfo’s solution is, and it’s just a big time saver to do it."
Product Manager
Wesleyan
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 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.
Control & analytics
You will have round-the-clock access to FE fundinfo’s established production platform and enjoy features such as monitoring tools, exception handling functions and analytics, available via intuitive dashboard.
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.
Efficient process
Our configuration tool gives you the flexibility to build branded templates with ease. Our secure portal also allows you to review your documents in both PDF or HTML formats.
Data accuracy & timeliness
Data errors and never-ending manual verification are the past – take advantage of a technology-driven solution based on robust data validation, strict logic and lifecycle management features.
EXPERT GUIDE
Ready to transform your fund factsheets production process?
One struggles with manual processes and errors. The other leverages automation for speed and accuracy. Which approach describes YOUR firm's factsheet production?
We illustrate the stark contrast between outdated and modern processes in our latest guide: Mastering Fund Factsheets.
Get your free copy now.
ON-DEMAND WEBINAR
Watch now: Mastering cross-border fund factsheets
Engaging investors across multiple countries and regulatory environments is one of the biggest challenges fund managers face today.
Watch the recording of this FE fundinfo webinar from 31 July to learn from our experts how asset managers are using cutting-edge digital innovations to revolutionise their factsheet production and generating personalised and compliant communications that support their company’s long-term growth.
What you’ll learn:
- How to save time and resources on factsheet production
- Strategies to ensure compliance across multiple jurisdictions
- How to integrate sustainability data
- Which technology solutions are worth the investment
ON-DEMAND WEBINAR
Watch now: Digital strategies for personalised, compliant, and growth-driven investor engagement
In this webainr recording, you will discover how to leverage cutting-edge digital innovations to revitalise your investor engagement strategies and create compelling, multiple-jurisdictional, and compliant client-facing materials.
Led by industry experts from Product, Marketing, Distribution & Operations, the session delves into actionable strategies to harness modern technologies for growth and efficiency while navigating the complexities of cross-border fund distribution.
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