Document Production
Our centralized 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.
Customization
Flexible layout and content
supporting your brand - not ours
supporting your brand - not ours
Cross Border Solutions
Country-specific requirements
including content, currency
and language variations
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
• 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
• STP with FundConnect partner
• STP with partner of your choice
Distribution
• Fully customized automated distribution services
• Use of fixed links in own distribution
• Custom naming convention for filing
• Use of fixed links in own distribution
• Custom naming convention for filing
Web Publication
• Fixed links from FundConnect
• Customized document libraries
• Customized 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
• Easy mass save drafts
• Easy mass save publish to production
Automated KID for PRIPs Production Platform
Compliance
• 10 year document archive
• Full audit trail on all database fields
• SRRI and MRI calculation
• Calculated Performance Scenarios
• 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
• STP with FundConnect partner
• STP with partner of your choice
Distribution
• Fully customized automated distribution services
• Use of fixed links in own distribution
• Custom naming convention for filing
• Use of fixed links in own distribution
• Custom naming convention for filing
Web Publication
• Fixed links from FundConnect
• Customized document libraries
• Customized document libraries
External Fund Data Integration
• Collection of wrapped UCITS data
• Seamless integration of external data
• Seamless integration of external data
Automated Mass Production
• Data inheritance
• Easy mass save drafts
• Easy mass save publish to production
• Easy mass save drafts
• Easy mass save publish to production
Automated PDF Fact sheets
Flexible Design Concept
• Vector based graphics
• Customized layout of building blocks
• Standard or custom data visualizations
• Control data display by ISIN
• Fully supporting your brand – not ours
• Customized layout of building blocks
• Standard or custom data visualizations
• Control data display by ISIN
• Fully supporting your brand – not ours
Cross-border Solution
• Country specific versioning
• Multi-language
• Multi-currency
• Multi-language
• Multi-currency
Add-on Services
• Customized distribution services
• Web document libraries
• Translation
• Web document libraries
• Translation
Cost Efficiency
• Customized solution at standard pricing
• Resource reduction
• FundConnect royalty free sector allocations
• FundConnect royalty free medians
• 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
• 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
• Performance and risk calculations
• Data inheritance
• Automated web publication