Our reporting solution

Automate annual and ad-hoc KIID/KID production and distribution with complete accuracy. Our platform ensures compliance, supports multiple languages, and creates audit trails to reduce risk and save time.

Produce professional, personalised pitch books and sales decks quickly. Automated data integration, brand consistency, and compliance checks ensure presentations are accurate, up-to-date, and client-ready – every time.

Produce accurate, fund factsheets at any scale. Dynamic templates, automated data validation, and automated distribution ensure timely, branded, and consistent reporting for all funds and share classes, in any language.

Generate personalised client and fund reports efficiently and reliably. Automated workflows, flexible and dynamic templates, and integrated commentary enable high-quality reports at scale – without increasing your operational overheads.

Integrate bespoke investment commentary into reports to move beyond ‘tick-box reporting’ towards real insight and value. Multi-level, multi-language commentary combines automatically with reports to improve the client experience and reduce manual effort. Create automated cover letters and executive summaries – automated injection of data and logic into predefined sentence structures.

Ensure reports always reflect the latest data and up to date content. Identification of any update, and automated re-rendering of all impacted reports eliminates stale information, removes errors and increases reporting efficiency.

Increase reporting flexibility, greater user control and improved scalability to best support evolving reporting needs. Quarterly updates to the core system, coupled with the SaaS cloud-based infrastructure, ensure your client and fund reporting remains accurate, efficient, and evolves with your requirements.