Productions can be automatically scheduled in advance or on an ad-hoc basis. It easily allows for re-runs for material changes. Integrated dissemination tools automatically dispatch single, grouped or multiple KIIDs to several locations simultaneously, further reducing your time to market. Factbook’s integrated workflow and custom alerts keep you abreast and up to date on the entire production process in real time. Senior management supervision is equally as robust with the built-in dashboard. This gives management immediate access to visual indicators of progress and points of data failure.

Advanced data management handling capabilities mean the system can alert users, in advance, of likely material changes which may affect your KIID production calendar. The solution automatically calculates and monitors the Synthetic Risk Return Indicator (SRRI) score attributable to each fund or share class. It not only logs the results for future auditing but also provides notification of changes to the classification of a fund. If the change is sustained for a significant period then the KIID can automatically be reproduced in order to reflect the funds new SRRI classification.

The Factbook KIID™ solution is available immediately, and can be set up as an enterprise, hosted, or fully managed (outsourced) deployment giving maximum flexibility to match your requirements.