FundSource document publishing service

Diagram - factsheet production

Overview

FundSource is a fully-automated service built on the FundReports platform. Running on the same technical components and infrastructure, FundSource collects data from multiple, pre-configured sources and merges them with branded templates to produce fund factsheets, reports and accounts. Built on the flexibility of FundReports, FundSource delivers a simplified and automated mass publishing solution.

Product features

Managed service Reduced cost of ownership and development risk
FundDataHub Centralised data repository for easy integration
Data integrators Connect to virtually any internal data source
Pre-built data connectors Use data from Lipper, S&P, Thomson and other providers
Data management interfaces Edit and manage commentary and structured data
Integrated workflow Track deliverables and tasks from diverse teams
Production manager Straight-through process manager, from data delivery to sign-off
Generation engine High-quality results even on large volumes
Distribution mechanisms Release documents for electronic or hard-copy consumption

Technical characteristics

Microsoft .NET framework
Microsoft SQL server
Output in HTML, PDF, Excel or PowerPoint
Integrates via FTP or web services

Arrange a demo

The only way to communicate the full power of our products is through a demonstration. Please contact us to arrange a no-obligation meeting or web-demonstration.

Up arrowTop of page

Solutions

Client reporting
Factsheet production
Website publishing
Transactions and valuations
Adviser directory
Adviser distribution network

Products

The FundWorks platform
FundReports
FundSource
FundNets
FundTools
FundX
FundWorks for Advisers

Services

Managed services
Product implementation
Bespoke and creative

Corporate

About FundWorks
News and press releases
Contacts