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.
The documents are built around your brand and requirements, ensuring seamless integration. FE fundinfo’s state-of-the-art configuration tool enables quick development and design of your documents, allowing additional fields to be added easily.
This fully automated service increases efficiencies in your business. By signing off your fund data at source, you can eliminate time consuming approvals, freeing up resources to focus on your customers, and greatly reducing the risk of any errors or inconsistencies.
All automated documents produce an audit trail that works in harmony with regulatory and compliance requirements. The ‘Data Validation File’ checks and validates data based on your chosen tolerances month-on-month, and ensures the data remains accurate.
Any discrepancies are quickly flagged via a dashboard, eliminating the need to look through every document.
To learn more or to book a demo, submit an enquiry and one of our team members will be in touch with you shortly.