Fully automated production process for fund factsheets and accounts
Maximum flexibility in content and document presentation
Draw data from internal systems or industry providers
FundWorks provides the leading solution for automating the production of factsheets, reports and accounts. The solution replaces the need for manually intensive data processes and is independent of data providers. This way, asset managers are offered increased flexibility in presentation and content.
The solution can be implemented either as a fully managed service or as enterprise-level application software, both of which deliver high-quality results and production automation.
| Remove reliance on IT and infrastructure |
| Data collection from external or internal systems |
| Pre-built data connectors to Lipper, S&P and Thomson |
| Complete automation of a previously manual process |
| Flexibility of content and design |
| Greatly reduces cost of production |
| Multiple output formats, for web and print delivery |
| Custom approval and publishing processes |
| Short implementation timeframes |
| Suitable for |
| Client reports, factsheets, accounts etc. |
| Related products |
| FundReports (application software) |
| FundSource (managed service) |
| Services |
| Product implementation |
| Hosting and managed services |