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Automated Publishing for Fund Reporting

Produce Fund Facts quickly and accurately

Meet regulatory reporting requirements efficiently, accurately and cost-effectively with Smart Document Creation™. This solution integrates industry and fund-specific data for the creation of Fund Facts, Exchange Traded disclosures and ETF Facts, MRFPs or Financial Statements.

Create dynamic, accurate reports instantly

Eliminate errors associated with manual data entry using our automated process. Compose dynamic templates using fund-specific and industry data based on business rules and regulatory requirements.

Integrated Error Detection
Scalable For New Content
Publish Multiple Formats
Graphics Support
Translation Support
Automated Tracking Versioning
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