The integrated platform for digital reporting and client experiences.
Secure, branded portals giving clients on-demand access to their data.
Build dynamic fund websites and product pages that engage investors.
A direct data-to-PowerPoint report builder. Compliant, fast, accurate.
Fast, flawless, compliant factsheets without the manual hassle.
Automate and deliver all your investment reports, faster and without error.
CCI compliance for investment managers. Automated.
Table Wizard Enhancements:
Document notifications:
Enhancements to hierarchy assignment model to support efficient tagging (Minor):
Studio for InDesign support for cell-driven graphics:
Note: Planned items are subject to successful completion of testing before release.
Our dedicated Support Centre will help streamline collaboration and ensure a more efficient and seamless journey for our clients.
We aim to ensure you receive the assistance you need promptly and efficiently.
We value your feedback, which helps us continually improve our products and services. If you have suggestions, encounter issues, or want to share your thoughts on this release, contact your dedicated Client Service Manager. They are your direct point of contact for all matters related to your account.