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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 and Financial Statements.

Instantly create dynamic, accurate reports

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.

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