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View All
Investment Report Automation
Automate all of your investment reports from a single system
Investor Portals
Digitize your investor communications and deepen client relationships
Investment Websites
Build beautiful investor websites and digital experiences
ESG Communications
Showcase your sustainability credentials
Platform
DXM
Digital Experience Management for investment managers
Documents
Cloud-based report automation engine
Studio
Library of customizable investment data experiences
Data
Centralized hub for all your investment data
DXM Communities
Powerful toolset for creating gated investor portals
Support
Support Centre
API documentation
Product release notes
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Redwheel
abdrn
SALI Fund Services
Tavistock Wealth
Boston Partners
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What makes a great fund factsheet? A guide for investment managers
June 6, 2025
Breaking the mould: our first ever client breakfast
June 4, 2025
Investor Portals 101 – an overview
May 22, 2025
Reimagining client experience: How AI and personalisation are shaping the future
May 7, 2025
Future-proofing investor experiences: A guide to accessibility in fund centres and complex web platforms
May 2, 2025
The EU Accessibility Act: A strategic imperative for investment managers
April 1, 2025
Reviewing the latest trends in investor servicing and reporting – survey results
March 25, 2025
Adapt or fade away: Key takeaways from Funds Congress 2025
February 10, 2025
Navigating 2025: Key trends in investment management
January 7, 2025
Building trust in AI: Essential strategies for investment managers
December 23, 2024
How unifying sales and marketing goals drives holistic revenue forecasting and client success
December 11, 2024
Reflecting on 2024: Lee Godfrey’s insights into achievements, challenges, and what lies ahead for 2025
November 28, 2024
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