Solution introduction

Fund Solutions: The key to industrialize factsheets

The definitive tool for fund factsheet generation, with scalability to obtain fund factsheets and design customization to comply with corporate rules. A powerful tool of communication to engage final investors

Flexibility and adaptation to legal requirements in fund factsheet generation. Our advanced and comprehensive Fund Solutions is designed to manage all figures, data, reports and needs for investment funds. This financial solution provides tools to manage different data sources and obtain accurate reports complying with the legal requirements. The system allows process automations, scalability and adaptability to own platforms.

A financial solution that cares for design
Apart from the data and graphs, the solution has available tools to customise individual investment fund reports according to their own corporate brand and image rules as the culture and language of the final client. In this way, the client optimizes the service with the subsequent cost savings. As a result, it has obtained a final product that engages the final investor and becomes a powerful tool of communication of your funds.

Flexibility and adaptation to legal requirements
Fund solutions can be implemented in an easy-to-use software. The result is a full financial factsheet with advanced risk and return data that complies with local requirements. The outcome can also be in different formats in order to be flexible depending on the clients’ platform.

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