FundProcess Marketing

FundProcess Marketing solution – designs and industrializes the dissemination of marketing reporting and fund data. This reporting includes fund factsheets, Key Investor Information Documents (KIIDs), product sheets, product slides and client management reports.


Key benefits

  1. Flexibility: it allows custom designs implemented by you or by FundProcess
  2. Globalization: when distributing in different countries and to retail investors, you need to be compliant with the target country consumer protection laws (CSSF, AMF, FSMA, etc.)
  3. Templates: provides you with a range of templates

Key features

  • Report designer: intuitive, “what you see is what you get (wysiwyg)”, multi-language framework
  • Industrialization: automated generation and publication
  • Dissemination: NAV, Fund data and documents