Time-saving Technology
Technology plays a crucial role. Our online client portal allows users to upload data, review and approve documents and initiate change. This facility also enables documents to be archived for access in the future. The completed and approved fact sheet can be distributed via our online web portal in accordance with client specified delivery rules.
Automation
Automation is a core component and enables us to accomplish fast and efficient turnaround times to improve the speed to market of our client key sales material. Our process involves data gathering, data mapping, automated processing, translation and document dissemination. As part of the process, we can also analyse the fact sheets to identify the key static and dynamic areas of information in order to develop the best level of automation.
Professional translations
Translation is central to our business, our translation process runs parallel to factsheet preparation to ensure minimal delays. Our professional translators are specifically trained and experienced in translating both financial and marketing documents. Therefore, we are well placed to provide factsheets in the required languages in an efficient manner.
Customized fact sheets without the effort and cost
We prepare and publish factsheets that are fully tailored to your specifications, including branding and language. We design and build your template, add data from a variety of sources and distribute the finished product in print or online.
Interactive factsheets add a new level of engagement
Leverage our powerful data hub to seamlessly populate your website with dynamic information about your fund. We help you embed branded content similar to your factsheet right on your website. Our digital fact sheets are fully responsive across all devices.
