FACTSHEET PRODUCTIONpart of our Fund Factsheet range powered by

Is your marketing department overwhelmed by factsheet production? Are you targeting global investors with new share classes and in multiple languages but can't keep up with marketing materials? What does it take to turn an operational problem into a chance to wow customers? Our automation can improve accuracy dramatically. And we can cut costs almost in half. So what are you waiting for?

Let Kurtosys create factsheets for you that stand out from the crowd. You can rest assured that all of your documents will be correctly translated, meet local regulations and contain accurate data from Morningstar and Lipper. You'll have total visibility throughout the process – alerting you when to sign off and ensuring that digital versions are in-sync and catalogued. And we use the very latest Adobe technology so your numbers won't just fit on a page, they'll be beautiful.

Benefits

• Improve accuracy and reduce risk through centralized data aggregation, processing and validation
• High-quality rendering with Adobe InDesign® Server, with complete control over layout and styling
• Kurtosys’ Unified Data Model reduces risk by ensuring that data is accurate and consistent
• Integrated workflow engine allows for scheduled or ad-hoc document generation
• Approval process for compliance using role-based permissions, automated email notifications and secure logins
• Maintain a full audit trail including document history and versioning
• Secure APIs to automatically distribute factsheets to Fundinfo.com and other information vendors
• Embed QR codes in PDFs, which provide investors with direct access to your website through their mobile devices

Related Solutions

• Interactive Factsheets – Engage investors with video commentary and interactive charting
• Fund Presentations – Easily convert your data and other content into PowerPoint slides or pitch books
• Unified Data Model – One normalized database feeds all reports and communications