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.
Report Configuration Bulk Operations (Minor)
Content Management Usability Enhancements (Minor)
AI Chart Refinement Fix (Patch)
InDesign Flexible Reporting Improvements (Minor)
Enhanced Workflow Distribution Options (Minor)
SFI improvements for flexible and reliable document generation:
Table wizard enhancements:
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.