Fund Document
Production

Effortlessly manage regulatory requirements and streamline investor document production with our advanced suite. From UCITS KIIDs to PRIIPs KIDs, our solution ensures accuracy, compliance, and efficiency, all in one place.

Documents Covered

Group 1000004601

UCITS/NURS KIID

Group 1000004601

PRIIPs KID

Group 1000004601

Past Performance Documents

Group 1000004601

Factsheets

Group 1000004601

ESG/SDR Document

Group 1000004601

Hong Kong KFS

Group 1000004601

Singapore PHS

Group 1000004601

Board Reports

Key Features

Bespoke
Customisble Templates

Microsoft Word
Template Editor

Bulk Document
Generation

Maker/Checker
Functionality

Integrated Document Archive and Repository

Permalink
Management

Integration with
Calculations Modules

Digital Delivery
Compatibility

Group 1000004554

Our Streamlined Investor Document Production Process

Our Investor Document Production solution simplifies the complexities of regulatory compliance across UCITS KIIDs, PRIIPs KIDs, and more. Built for flexibility, it caters to both self-managed and outsourced models, allowing you to choose the operating model that best fits your needs. With a range of automated tools, including data integration, customisable templates, and version control, you’ll be able to produce high-quality, compliant documents quickly and accurately.

Our Managed Services model offers end-to-end support, with our team of experts guiding you through the entire production journey. Alternatively, choose our Software as a service (SaaS) Model, complete with user manuals and resources to enable independent document creation.

Key Benefits of Our Automated Document Production Solution

Our document production solutions are designed to address the unique challenges of regulatory document management, from production to distribution. By adopting a streamlined, automated approach, you’ll save time, reduce risks, and enhance your operational efficiency.

Accelerate Production:

Automated workflows to ensure quick and accurate document generation.

Enhance Compliance:

Full compliance with UCITS, PRIIPs, and other global standards.

Reduce Costs:

Efficient processes help lower operational expenses.

Strengthen Data Security:

Secure platform ensuring data protection across all document outputs.

Improve Accuracy:

Built-in data validation to minimise errors in your reporting.

Simplify Investor Document Production

Book a Galaxy demo and see how asset managers, wealth managers and fund service providers are automating document production, reducing operational risk and improving regulatory oversight.

See how Galaxy can help you:

  • Automate KIID and PRIIPs KID production
  • Streamline factsheet and report creation
  • Improve data quality and consistency
  • Maintain complete audit trails
  • Distribute documents efficiently across channels

Make Every Investor Touchpoint Compliant and Seamless

Automate, validate, and publish investor documents with confidence using Funds-Axis’ investor communication solutions.

Funds-Axis Briefings, Insights & Updates

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