Regulatory document automation made easy - KIID and PRIIPs ready - with optional distribution directly to fundsinfo.com.
Automated production of your marketing documents - fund factsheet, fund prospectuses, fund summaries, quarterly investment reports or any structured documents.
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.
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.
We can automate your factsheets, KIIDs, marketing collateral production
Translation service using a market leading provider
Full built-in legal and compliance awareness controls
UK based ISO 27001 managed cloud provider
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
One of the industry’s top 10 investment management companies, with more than $1.9 trillion in assets under management, needed to provide accurate financial information quickly and easily to clients and prospects through web, print and distribution channels. Due to the scale of the data challenges, the company struggled to keep its fund factsheets, and digital channels up to date and readily accessible. With factsheets being a key source of information and essential part of marketing, a transformation project was launched.READ MORE...
The asset management industry has entered a period of unprecedented change. Asset management organisations are facing severe challenges on several fronts, with relentless pressure on revenues and costs continuing to be directed towards a never-ending stream of new regulations. At the same time, the expectations of investors are changing. They want more detail about their investments delivered more often, more explanation of how value is being provided, and a more customised service overall.READ MORE...
The asset management industry is going through a period of unprecedented change. This is the first in a series of posts looking at some of the key implications for asset management firms. Here’s to the crazy ones. Think Different was the name of an award-winning advertising campaign that was launched by Apple in the late 1990s. (The incorrect grammatical construction was deliberate and insisted upon by Steve Jobs.). The central element of the campaign was a TV commercial that featured pictures of famous people from science, art, politics, sports, music, and so on, with a voiceover reciting this text: “Here’s to the crazy ones. The rebels. The troublemakers. The ones who see things differently. While some may see them as the crazy ones, we see genius. Because the people who are crazy enough to think they can change the world, are the ones who do.”READ MORE...