DOCUMENTSdistributing key information to your investors

How well do your documents reflect on your brand?

Our document design services are dedicated to making financial data beautiful.  So whether you're emailing a PDF to a client or posting a factsheet or report to your website, you can rest assured that your documents are reaching magazine-quality when it comes to publishing standards.

All documents are created in Adobe InDesign®, which provides complete control over color, layout and styling.  And final output is optimized for delivery through all email systems as well as for actual printing and mailing.  Now you can turn what has traditionally been an operational nightmare into a chance to wow your clients.

Benefits

• Custom design content-rich documents with output in PDF, Powerpoint, Excel or Word
• High-quality rendering with Adobe InDesign® Server
• Accurately capture data from vendor feeds, databases and files and provide data validation, processing and aggregation
• Can automatically schedule document creation or create ad-hoc documents on the fly
• Manage entire document processing workflow, including document history and versioning, and approval process for compliance
• Embed QR codes in PDFs, which provide investors with direct access to your website through their mobile devices