Managed Accounts: Automated Factsheets in 3 Simple Steps

From data validation to design, and delivering information in a digestible format, we have taken the pain out of report production.

03 February 2020


Your Factsheet Production Made Easy

We've taken the pain out of report production.
In 3 simple steps, you can validate your data, design and deliver information in a digestible format.


1. Data – Data accuracy and compliance is first and foremost when building a trusted brand and offering. Each data file is validated to ensure complete accuracy.

2. Design – Use our configuration tool to customise your documents and strengthen your brand.

3. Deliver – Documents can be produced in PDF or HTML formats, and is automatically archived for you to keep an audit trail of all documents produced.


Click HERE to find out more about FE fundinfo’s state-of-the art document production platform that enables you to automate portfolio factsheets, performance updates and quarterly commentary summaries, in your brand and style.

 

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