Fund Fact Sheet Automation

With the automation of our Fund Fact Sheet System, we can tailor fund fact sheets according to your requirements without compromising data accuracy or timeliness.

Our Automation System streamlines and simplifies the fund fact sheet process by automating coordination of multiple data sources. By recognizing different source formats such as Excel Spreadsheets, Notepad or Word Files, authorized websites and more, the instantaneous data management system is able to complete a data pre-flight report, which in turn ensures that there is no missing data or unforeseen issues.

Through our Automation System, we are also able to produce computer generated charts, tables and commentaries as well as fully computerized data-reporting. This automation allows for shorter desktop publishing time, thus allowing us to meet even the tightest of deadlines.