Marketing materials

Automated publishing service

  

Overview

FundWorks Marketing Materials is the leading solution for automating the production of factsheets and marketing communications for the asset management industry. Unrivalled in terms of flexibility and available as a fully managed service, the solution can deliver significant reductions in cost, risk and effort associated with in-house production. The solution produces superior quality factsheets, and has the ability to support your preferred data source and corporate branding whilst streamlining production schedules and internal workflow.

Key benefits

  • Optimise the production process of monthly and quarterly fund factsheets, prospectuses, reports etc.
  • Maintain data consistency across different mediums; combine industry-standard data with internal content
  • Produce high-quality documents, consistent to corporate branding and fine-tuned to the smallest detail
  • Distribute directly to your websites, printers or export data for use in third-party systems
  • Use web-based tools to supply and manage content and ensure data integrity and output quality
  • Reduce time, risk and cost by deploying a scalable, secure and responsive managed service

Solution features

Automated document generation
Generates high volumes of documents on a regular basis
Flexible production schedules
Straight-through, automated process
Data agnostic
Accommodates data from any source, including:
Leading data vendors (Morningstar, Lipper, Datastream etc.)
Custodians, administrators and internal data sources
Factsheet branding and layout
Customisable design templates
Flexible document styling, typography and layout
Multiple format output
HTML and web-ready PDF, optimised for fast download
High-res PDF or EPS, in CMYK mode and with printer’s marks
XML, CSV and Excel
Productivity and quality assurance tools
Document review and approval
Data and commentary management
Data query, analysis and export
Managed service availability
No software to purchase, install or maintain
High-security and availability infrastructure
Dedicated implementation and support teams
Subscription-based pricing model

Contact FundWorks

If you have any queries on Marketing materials, or if you wish to arrange a meeting, please call us on +1 781-783-6550 or use the form below

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