Automated factsheets and accounts

Sample factsheets

At a glance

Fully automated production process for fund factsheets and accounts

Maximum flexibility in content and document presentation

Draw data from internal systems or industry providers

Overview

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.

Benefits

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

Features

Suitable for
Client reports, factsheets, accounts etc.
Related products
FundReports (application software)
FundSource (managed service)
Services
Product implementation
Hosting and managed services
Up arrowTop of page

Solutions

Client reporting
Factsheet production
Website publishing
Transactions and valuations
Adviser directory
Adviser distribution network

Products

The FundWorks platform
FundReports
FundSource
FundNets
FundTools
FundX
FundWorks for Advisers

Services

Managed services
Product implementation
Bespoke and creative

Corporate

About FundWorks
News and press releases
Contacts