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

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

Web Publication

• Fixed links from FundConnect
• 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

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

Translation

• Internal management
• 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

Web Publication

• Fixed links from FundConnect
• Customized 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
• 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

Add-on Services

• Customized distribution services
• Web document libraries
• Translation

Cost Efficiency

• Customized 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

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