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Fact Sheets

Investor Communications

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

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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.

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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.