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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.
  • 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.
  • 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.
  • 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.
  • Scalable to meet growing business needs.

 

  • Highly customizable to specific reporting requirements.

SUCCESS STORIES

Ready to see our solutions in action?

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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Performance Analysis module of RiskValue™ provides an extensive range of functions and tools necessary for the visualization and explanation of portfolio performance, the in-depth analysis of …

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Also offered as a service

Business Process Outsourcing:

Outsourcing of investment / risk management processes and regulatory reporting are crucial as they allow companies to focus on their core activities while outsourcing specialized tasks to experts. This not only improves efficiency but also can lead to cost savings, improved performance, and enhanced flexibility to adapt to market changes.

 

Services include:

• Data collection through pre-defined electronic means.
• Data management: data aggregation and validation.
• Data communication.
• Parameterization services
• Execution of procedures on RiskValue
• Reports preparation and validation
• Reports delivery and consulting.
• Web access to RiskValue’ s Report Viewer cloud portal
• Continuous monitoring of regulatory reporting obligation and software updates to enhance regulatory compliance.