An FE fundinfo Company
From data validation to design, and delivering information in a digestible format, fund managers can face many roadblocks. With multiple data sources, manual formatting every cycle and last-minute compliance checks, getting your product and regulatory documents out to clients in a timely manner can be a time-consuming task for your team.
If you’re thinking about automating and improving this process, our Fund Report Rescue Pack is a great place to start. It provides:
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. Our powerful tool is built to deliver high-quality fund marketing materials, tailored to suit your brand and regulatory needs.