Fund factsheet and Key Information Document to comply to investment regulation

Save time and focus on your fund strategies. Let us automate your fund fact sheet creation process to improve regulatory oversight, reduce manual errors and optimize your internal resources.

We provide a service to generate KIDs and factsheets for marketing as well as regulatory purposes. We augment your data from market information to design elegant brochures for your customers.

The Marketing Suite© offers individualized and automated print and online marketing solutions for collective and structured investment products. In addition to creating print and digital factsheets updates of sales presentations are part of the product offering. With the Regulatory Suite © customers can outsource the generation and distribution of their regulatory reporting such as UCITS KIIDs or PRIIP KIDs. Since 2019 standard and individualized ESG reporting is also part of the regulatory offering.

Resources and examples