Automating manual processes is simple and advantageous
At a high level it saves time, reduces costs, lightens up the workload and minimises errors. It also has the following benefits for your portfolio and business:
- Compare Performance
PDF and HTML factsheets are interactive and allow you to create customised portfolio performance comparisons that promote your managed portfolios in a visually engaging way. - Create Branded Reports
All documents are built around your brand and tailored to your communication requirements. - Ensure Compliance
All automated factsheets produce an audit trail that works in harmony with regulatory and compliance requirements. - Improve Business Efficiencies & Time to Market
By signing off your data at source you can eliminate time-consuming approvals, freeing up resource to focus on your customers and greatly reducing the risk of any errors or inconsistencies. - Use the Latest Technology
Our software is built using the latest technology and integrates seamlessly into your existing systems. It allows you to quickly and easily amend content to ensure that your managed portfolio features and asset classes are aligned.
Click HERE to find out more about FE fundinfo’s state-of-the art document production platform that enables you to automate portfolio factsheets, performance updates and quarterly commentary summaries, in your brand and style.