Our customisable document configuration and production tool helps you optimise the creation of fund and regulatory documents to better engage with clients at scale, meet regulatory requirements, and increase efficiencies in your business.
From data validation to design, and delivering information in a digestible format, we’ve taken the pain out of document production.
Brand consistency drives the growth and recognition of leading global brands. The configuration tool gives you the flexibility and control in designing your fund or regulatory document for consistent output in your desired format, whether in PDF or interactive HTML for greater digital engagement.
While we support the openfunds standard, we accept data in all forms and from all sources. So, whether you have data in a spreadsheet or from a third party, we’ll produce a single source of clean data. Your data is ingested using FE fundinfo’s Xceptor data processing paradigm model, fully validating each file to ensure accuracy.
All documents are accessible using our secure portal. User permissions are enabled to prevent unauthorised changes and publishing, allowing for further quality control. The portal documents a trail of completed actions automatically, essential for any transparent, compliant process. Your published documents are archived for 10 years should there be a need to review them in future.
Our leading document production platform is powered by FE fundinfo and gives you the flexibility to configure and produce engaging literature in your brand and communication style. Automation capabilities allow you to focus on engaging with your customers at scale while conveying valuable information in the form of PDF and HTML documents, such as bulletins and monthly or quarterly fact sheets.
Thanks to our extensive capabilities in data, dissemination and regulatory compliance, our solutions help product issuers and product distributors alleviate the challenges you may have in meeting your regulatory obligations, while also helping you optimise your resources and reduce your risk.
To learn more or to book a demo, submit an enquiry and one of our team members will be in touch with you shortly.
We engaged the services of FE fundinfo to create static and dynamic fact sheets for four of our Managed Funds. After just 4-months, the solution was delivered and fully-functional on our website. Prior to engaging FE fundinfo, the challenge that we faced was that we were having to manually collate data for our static monthly fact sheets and produce these through the inputs of our analysts and formatting of our graphics team. Now, through the FE fundinfo solution, these fact sheets are not only produced instantaneously in PDF format but are available to users on our website as a dynamic tool. After just a few days of the solution becoming available to users, we’ve received lots of positive feedback from staff, clients, and advisers alike.