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.
Document Notifications and Distribution enhancements
Users can update the sender display name on outgoing emails directly in the application and set document notifications to run on a fixed interval.
The character limit on document tags has been increased to 256 characters.
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.