Document Production

Our centralised platform ensures compliance with all country-specific requirements including content, currency and language variations. Our PDF fact sheet solutions can be updated monthly or updated automatically “on-the-fly” with performance and risk figures being calculated and updated each time new time series data being received. We offer vector based graphics, flexible layout and content.

Customisation

Flexible layout and content
supporting your brand - not ours

Cross Border Solutions

Country-specific requirements
including content, currency
and language variations

Our Products

Automated UCITS KIID Production Platform

Compliance

• 10 year document archive
• Full audit trail on all database fields
• SRRI calculation and monitoring
• Automated Performance figures

Translation

• Internal management
• STP with FundConnect partner
• STP with partner of your choice

Distribution

• Fully customised automated distribution services
• Use of fixed links in own distribution
• Custom naming convention for filing

Web Publication

• Fixed links from FundConnect
• Customised document libraries

Scalability

• Supports transition to PRIIPs KID in 2019

Automated Mass Production

• Data inheritance
• Easy mass save drafts
• Easy mass save publish to production

Automated KID for PRIIPs Production Platform

Compliance

• 10 year document archive
• Full audit trail on all database fields
• SRRI and MRI calculation
• Calculated Performance Scenarios

Translation

• Internal management
• STP with FundConnect partner
• STP with partner of your choice

Distribution

• Fully customised automated distribution services
• Use of fixed links in own distribution
• Custom naming convention for filing

Web Publication

• Fixed links from FundConnect
• Customised document libraries

External Fund Data Integration

• Collection of wrapped UCITS data
• Seamless integration of external data

Automated Mass Production

• Data inheritance
• Easy mass save drafts
• Easy mass save publish to production

Automated PDF Fact Sheets

Flexible Design Concept

• Vector based graphics
• Customised layout of building blocks
• Standard or custom data visualisations
• Control data display by ISIN
• Fully supporting your brand – not ours

Cross-border Solution

• Country specific versioning
• Multi-language
• Multi-currency

Add-on Services

• Customised distribution services
• Web document libraries
• Translation

Cost Efficiency

• Customised solution at standard pricing
• Resource reduction
• FundConnect royalty free sector allocations
• FundConnect royalty free medians

Data Quality & Consistency

• Boiler plate texts and data inherited from company or sub fund level
• Data fed directly from fund administrator or asset manager

Automated Logical Production

• Updated “on-the-fly” or monthly
• Performance and risk calculations
• Data inheritance
• Automated web publication