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