Regulatory Distribution Services.
Generate Product Information Sheets quickly and easily.
HAPI-based fund integration for your websites and tools.
Automated delivery of daily updated, interactive fund factsheets and web components.
Your ESG marketing material surrounding the regulatory required documents
Automate the generation of your shares and bonds factsheets
Enable your customers to compare your funds.
Automatically create factsheets for fund portfolios
Performance contribution transparency for your investors
Help customers find the right plan with this online tool
Online calculator for inventory, purchases, and sales
Compare your fund in a customer-specific peer group
An out-of-the-box custom solution
SharePoint and Dynamics CRM: A Dream Team