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.
- Flexibility: it allows custom designs implemented by you or by FundProcess
- 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.)
- Templates: provides you with a range of templates
- 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