Key challenges in fund factsheet management
- Data accuracy: Maintaining current, error-free data across multiple fund factsheets.
- Compliance: Meeting evolving regulatory disclosure requirements.
- Customisation: Tailoring factsheets while preserving brand consistency.
- Scalability: Efficiently managing production as fund numbers grow.
- Distribution: Ensuring timely delivery across various channels.
- Cost-efficiency: Balancing quality with production expenses.
- Digital adaptation: Transitioning to interactive, investor-friendly formats.
Invessed benefits?
- Automation: Streamlines creation, reducing errors and saving time.
- Real-time updates: Ensures latest information is always available.
- Interactive Content: Enhances client engagement through dynamic exploration.
- Customisation: Easily aligns with brand guidelines and client needs.
- Multi-channel distribution: Facilitates sharing across digital platforms.
- Compliance and analytics: Logs downloads for reporting and usage insights.
- Enhanced user experience: Offers intelligent filters and search capabilities.
- Scalability: Grows with your fund range without compromising quality.
Automatically create interactive fund factsheets
Distributing fund data to advisors and investors does not need to be a chore. With the right toolkit, it can be one of the best and brightest showcases of your brand and fund range.
With Invessed fund reporting, clients can explore your fund range with intuitive filters and personalised listings, while interactive fund factsheets let your clients interact with fund performance and allocation.
"By now, all interactions with advisors and clients begin on our digital channels."UK Fund Manager, £6Bn AuM
Fund factsheets and interactive reporting
- Fund explorer, with intelligent filters, search and watchlists. Price and performance comparison, and easy access to key documents.
- Interactive fund factsheets, with commentary, discrete and cumulative performance graphs.
- Asset allocation breakdowns, holdings and fund characteristics.
Automated data and document processing
- Source data from your systems, or market providers such as Morning Star, Refinitiv or FE FundInfo.
- Automated document generation of monthly or quarterly fund factsheets, and onward data API.
- Embedded Fund tools for your website, or standalone fund reporting portal for maximum engagement.
Document library and data rooms
- Distribute documents for public, group or personal access. Log each download for compliance and analytics purposes.
- Multiple filters to retrieve documents by type, category or date. Personalise by marking as favourite or viewed.
- Link to Messaging service, to create workflows and send notifications of new uploads.
Why choose Invessed?
Invessed stands out as the solution of choice for forward-thinking wealth management firms:
- Cost-effective: Why build when you can rent? Save on development and maintenance costs
- Proven expertise: Backed by years of experience in wealth management technology
- Customisable: Tailor the platform to your unique needs and branding
- Future-proof: Continuous updates and improvements to stay ahead of industry trends
- Continuous tech support: Invessed tech specialists will take care of your portal and app, guaranteeing uptime
Are you ready for Invessed?
Don't let outdated systems hold you back. Experience the power of Invessed and take your wealth reporting to new heights.