Marketing materials
Automated publishing service
Overview
FundWorks Marketing Materials is the leading solution for automating the production of factsheets and marketing communications for the asset management industry. Unrivalled in terms of flexibility and available as a fully managed service, the solution can deliver significant reductions in cost, risk and effort associated with in-house production. The solution produces superior quality factsheets, and has the ability to support your preferred data source and corporate branding whilst streamlining production schedules and internal workflow.
Key benefits
- Optimise the production process of monthly and quarterly fund factsheets, prospectuses, reports etc.
- Maintain data consistency across different mediums; combine industry-standard data with internal content
- Produce high-quality documents, consistent to corporate branding and fine-tuned to the smallest detail
- Distribute directly to your websites, printers or export data for use in third-party systems
- Use web-based tools to supply and manage content and ensure data integrity and output quality
- Reduce time, risk and cost by deploying a scalable, secure and responsive managed service
Solution features
| Automated document generation |
| Generates high volumes of documents on a regular basis |
| Flexible production schedules |
| Straight-through, automated process |
| Data agnostic |
| Accommodates data from any source, including: |
| Leading data vendors (Morningstar, Lipper, Datastream etc.) |
| Custodians, administrators and internal data sources |
| Factsheet branding and layout |
| Customisable design templates |
| Flexible document styling, typography and layout |
| Multiple format output |
| HTML and web-ready PDF, optimised for fast download |
| High-res PDF or EPS, in CMYK mode and with printer’s marks |
| XML, CSV and Excel |
| Productivity and quality assurance tools |
| Document review and approval |
| Data and commentary management |
| Data query, analysis and export |
| Managed service availability |
| No software to purchase, install or maintain |
| High-security and availability infrastructure |
| Dedicated implementation and support teams |
| Subscription-based pricing model |
"Our partnership with FundWorks has allowed us to more than double the output of fund factsheets each month. A very smooth, troublefree implementation process was delivered on time and within budget."
Kate Moodie
