Fact Sheets

Investor Communications

Streamline the process of compiling marketing information for sales tools and investor updates.

Automate the creation of investor and marketing documents

Standardize the process of collecting and validating investment data for marketing documents with one automated end-to-end process that saves time and reduces the risk of manual errors. Fact Sheets take performance and holdings information, regulatory disclosures, footnotes, charts and graphs, and manager commentary from a single source of validated data and consolidates them into a digital/print-ready format for distribution.

Consistent, validated data from source to output

Standardize the process with built-in controls

With one automated, standardized process you can reduce risk and save time and money, while gaining the scalability to add new products without adding resources.

Improve accuracy

Automated content creation

Collect data and improve accuracy by automating the inclusion of regulatory footnotes and by creating charts and graphs directly from a single source of approved, validated data.

Save time and increase scalability

Standardize the process with built-in controls

With one automated standardized process you will reduce risk, save time and money, while gaining the scalability to add new products without adding resources.

Fact Sheets

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Fact Sheets

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What We Do

Data-Driven Solutions

We are a global leader in data-driven investment management solutions, partnering with our clients to deliver products and services designed to optimize efficiency and control.