Our automated, end-to-end solutions empower financial organisations of all sizes to realise cost and production efficiencies by automating client communications processes, enabling organisations to focus resources on their core business.
Reporting
Design and manage financial reports, statements and fund factsheets. Automate report production and distribution using custom workflows tailored around your business processes, for complete straight-through publishing and distribution.
Secure portals
Add value to websites by providing clients with secure access to personalised content, knowledge centres, forums, financial statements and document libraries. Share and segregate content between users and groups.
Website management
Rapidly deploy and publish corporate websites, microsites and extranets to create a dynamic web presence for your clients. Manage multi-media and multi-lingual content to retain control of content, while maximising your organisation’s marketing impact.
Analytical web tools
Add dynamic price and performance data to your website, using interactive analytical charting tools, document libraries, price feeds and performance tables. Data is sourced from a variety of market feeds, or supplied directly from you.
Marketing documents
Automate the production, authorisation and distribution of fund factsheets, statements and accounts. Apply multi-source data to branded templates in a streamlined, cost-efficient service.
Presentation management
Empower business users to create high-impact client presentations compliant with corporate brand identity. Build and manage libraries of approved slides, templates and graphics to enforce compliance with branding standards.
