Manage, create and distribute investor communications
Improve efficiency, control and scalability by transforming the way you manage investor communications. Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications.
Operational excellence through
Support your global operating model by automating and streamlining the collection of data, analysis, reporting and delivery in a controlled environment allowing you to focus on what matters most – your clients.
Collect, transform and
By simplifying data and content creation for a broad set of investor-facing communications, such as annual reports, management reports, fund performance, prospectus, fact sheets and fund expense management, you can gain efficiency and consistently deliver accurate reporting.