Marketing Reports
RiskValue™ can produce fund marketing documents such as factsheets and bulletins delivering key information of investment products to investors. A transparent workflow is provided for data collections and cleansing, validation, production and dissemination of final reports.
Core Features
- Data collection from multiple sources.
- Support for multiple and customized templates.
- User-defined product categorization and mapping.
- Template customization with visual narrative editor.
- Automated report production and dissemination.
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- Multi-channel and scheduled distribution options.
- Robust version control.
- Comprehensive audit trails.
- Multilingual support for diverse clientele.
Benefits
- Streamlines marketing report generation, enhancing communication with clients.
- Increases efficiency, freeing up valuable resources.
- Reduces time to market, offering a competitive edge.
- Lowers compliance risks through controlled processes.
- Ensures accuracy and consistency in reports.
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- Scalable to meet growing business needs.
- Highly customizable to specific reporting requirements.
Core Features
- Data collection from multiple sources.
- Support for multiple and customized templates.
- User-defined product categorization and mapping.
- Template customization with visual narrative editor.
- Automated report production and dissemination.
Read MoreLess
- Multi-channel and scheduled distribution options.
- Robust version control.
- Comprehensive audit trails.
- Multilingual support for diverse clientele.
Benefits
- Streamlines marketing report generation, enhancing communication with clients.
- Increases efficiency, freeing up valuable resources.
- Reduces time to market, offering a competitive edge.
- Lowers compliance risks through controlled processes.
- Ensures accuracy and consistency in reports.
Read MoreLess
Scalable to meet growing business needs.
Highly customizable to specific reporting requirements.
- 15b+ AUM
- 500+ Funds
- 360° Overview
- 63% of Fund Managers (clients) use RiskValue for all Fund Types
SUCCESS STORIES
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Book a 20-minute call with our team and explore how we can tailor our offerings to meet your unique needs. Dive deeper into the features and benefits that will drive your success. Let’s start a conversation that could transform your business.
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