Let us take care of your KIID, factsheet and digital content production and distribution


Used and trusted by Top Ten Global Investment Managers

Proven, fully managed solutions for:

KIID automation & distribution

Regulatory document automation made easy - KIID and PRIIPs ready - with optional distribution directly to fundsinfo.com.

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Fast publishing times
Change control via our ticketing system
Multi-jurisdiction and translation support
Enforces compliance rules in production
Management framework for volume automation
Fast to on-board (2 weeks)
Based on the proven iPlus platform

Factsheet automation

Automated production of your marketing documents - fund factsheet, fund prospectuses, fund summaries, quarterly investment reports or any structured documents.

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High Quality Output
Fast publishing times
Multi-jurisdiction and translation support
Enforces compliance rules in production
Customisable charts and output
Management framework for volume automation
Change control via our ticketing system
Fast to on-board (4-6 weeks)
Based on the proven iPlus platform

Library : document portal

Library makes it easy to find the documents you need for the products you sell, and provides a platform for automated onward distribution, with rich tagging based on product and audience.

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Intelligent tagging based on product knowledge
Relevant and compliant searches: jurisdictions; user profiles; filters
Distribute your documents wherever they are needed
Product updates are reflected automatically in document tagging
Automatically maintains context as new items and tags are added
Full text searches
Cloud-based solution

Synchronised fund centre

Synchronise and unify your digital factsheets - we can send the same approved content powering your fund factsheets to your interactive investor portal, or distribute to 3rd-party fund portals.

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Consistency across destinations and channels
Automation
Use consistent product metadata
Our content distribution re-uses the document content
Customisable metadata
Ready-made, customisable, interactive Fund Centre solution available
API integration

Automation

We can automate your factsheets, KIIDs, marketing collateral production

Translation

Translation service using a market leading provider

Compliance

Full built-in legal and compliance awareness controls

Cloud Secure

UK based ISO 27001 managed cloud provider

We can take care of the production and distribution of your factsheets, KIIDs, quarterly investment reports and all other types of structured documents... and power your website and digital factsheet fund centre with content from the same source.


10,000 Documents produced monthly in 13 languages and 15 jurisdictions

The bonus is that in addition to extending our service to our sales team, fund managers, consultants and customers, we have also saved ourselves a great deal of money.

Mark Smith, Managing Director - Investment Information Service, BNY Mellon Investment Management EMEA

Request a 20 minute personalised demo to find out more...

When we met them they came across as very convincing that they could do the job. I looked them in the eye and I trusted them to deliver - which they did. They are very professional and I can't recommend them highly enough.

Mark Smith, Managing Director - Investment Information Service, BNY Mellon Investment Management EMEA

Users of iPlus past and present