Efficient production of investment and financial reports
FundWorks offers the first solution to fully address the broad and demanding reporting requirements for retail and institutional clients. With integrated workflow and straight-through architecture, the solution enables small service teams to produce high volumes of documents while retaining the flexibility to customise designs and meet new requirements.
The Core of FundWorks integrated communications platform, incorporates common elements such as security data exchanges, content management, workflow and event routing.
FundReports is a high-performance engine, used to render templates and content in superior quality documents including print- and web-ready PDF, PowerPoint and Excel.
FundWorks’ Professional Services team is ideally suited to carry out the implementation of our solutions, ensuring a smooth process and maximum return on your IT investment.
FundNets renders large volumes of interactive content and tools, either cached for ultra-fast delivery, or dynamically allowing users to interact with the data on-the-fly.
Deployed under our Software-as-a-Service model, your solution can benefit from the rapid deployment, robustness, scalability and security built-into our server cloud.
For complete peace of mind, outsource your solution to our dedicated support team and enjoy the benefits of a fully managed, cost-efficient, content-to-distribution process.
Client reports
- Custom design templates
- Source data from multiple sources
- Output to PDF, PowerPoint, Excel, CSV/XML
Financial statements
- Valuations, transactions etc.
- Simple or complex tables
- Grouping, summing, averaging
- Fast report generation
Pitchbooks
- High-impact client presentations
- Fund and account statistics
- Maintain brand style
- PowerPoint or PDF
Fund factsheets
- Investment commentary and update
- Performance and asset allocation
- Offset printing support
- Fast report generation
Client portals
- Verified secure access
- Document library and archive
- Live data and charting
- Intermediary account aggregation
Automate process
Automate report production and minimise operational risk with integrated workflow
Remove reliance on IT
Enable business users to control content and design, with intuitive and flexible tools
Improve client retention
Provide timely reports for retail and institutional clients in multiple formats
Faster time to market
Reduce implementation times through data repurposing and component libraries
Expertly designed software
Future-proof your process with functionally rich and intuitive web-based applications
Control cost and risk
Control cost and risk by employing a single platform for the entire reporting operation
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For more information about "Client reporting", please complete an enquiry form or contact one of our regional sales offices:
Europe
+44 20 3170 8805
North America
+1 781 783 6550
Asia Pacific
+61 3 9653 9371
South Africa
+27 21 425 6818
