Documents Covered
PRIIPs KID
Past Performance Documents
Factsheets
ESG/SDR Document
Hong Kong KFS
Singapore PHS
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
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.
Investor Fund Documentation Insights
Request a Demo
For more information or to see a demo of our comprehensive solutions for Investor Document Production, please complete the form below. A member of our team will contact you as soon as possible.