Highest quality output, without the wait - including justified text, font kerning, ligatures - produced by an industry-leading publishing engine. Vector-based charting and images.
Highly customisable built-in chart types, with a full library of bespoke charts. Any design of complex chart, table or text layout can be produced as required by our dedicated team. Examples include: risk-reward profiles, charts (performance, allocation, comparison, distribution, scatter), ratings, fund manager profiles, performance summary tables.
Translation integration with full localisation of dates and numbers, in all text, tables and charts. Our preferred translation partner specialises in financial services.
Our service makes it easier to manage differences in compliance across jurisdictions without duplication, allowing for concise, targeted disclosures.
MIFID2 rules were implemented for our clients within 2 weeks, across their full set of 1000+ documents.
Tried, tested, and trusted: Our factsheet services are used in production by top 10 asset managers.
DOCUMENTS PER YEAR
Production of 1000s of documents managed every month. PDFs republished in seconds following data updates.
View the current status of the production cycle via our simple cloud-based portal and drill down to view more detailed information. View, approve, download and distribute your completed documents in bulk, with each output individually tracked - or let us take care of the distribution.
Submit any design or data changes via our simple online portal and our team will do the rest. Our publishing and approval workflows make it easy to coordinate sign-off of your updated factsheets and other documents, with full audit history and change control.
Our streamlined onboarding process allows us to provide you with your first draft to approve within just 4-6 weeks depending on the project size and document complexity.
Our iPlus solution has been developed and refined over the course of longstanding relationships with top asset managers and asset servicing companies. We have a proven track record of reliability, flexibility and high quality output. Our partnership has resulted in the evolution of a comprehensive feature set capable of automating the myriad rules and regulations required by a large client in the financial sector.
Our bureau service model:
Integrated Publishing Solutions:
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
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...