Regulatory Templates (EMT, EPT, etc.)
SRRI, SRI & Performance Calculations
Costs & Charges Calculations
Interactive Widgets & Digital Delivery
Our Solutions for Investor Fund Documentation
Key Features
Flexible Word-Based
Multi-language & Country Versions
Integrated Calculation
Modules
Document Dissemination
& Hosting
Regulatory
Wiki Access
Metadata
Auto-Embedding
Publication
Ready
Customisable
Approval Cycle
Investor Fund Documentation:
Key Benefits and Value
Our solutions offer a range of benefits designed to meet the rigorous demands of regulatory environments. Here’s how we ensure value at every step:
- Full Compliance: Achieve comprehensive regulatory alignment with ease, from KIID and KID production to data quality and control.
- Efficiency: Automate document production and data management tasks, freeing your team to focus on essential tasks.
- Cost-Effectiveness: Optimise your workflow to reduce time and expense related to document hosting, web setup, and maintenance.
- Customisable Workflow: Configure approval cycles, access templates, and embed metadata seamlessly.
- Reliable Data Integration: Leverage our ETL tool to automate data transformation, ensuring consistent quality across all outputs.
Streamlined Data Transformation and Automated Reporting Process
At the core of our Investor Document Production Solutions lies an advanced ETL tool, ensuring that data flows seamlessly into our document production system. Through a streamlined extract, transform, and load process, we provide rapid, reliable outputs while maintaining high data quality.
- Extract data seamlessly from sources like SFTP, email, and databases.
- Transform data with 150+ actions for complete customisation.
- Load data to destinations including SFTP, AWS, and databases.
- Ensure data accuracy and quality at each transformation step.
- Automate workflows to reduce manual input and save time.
ATLAS Funds Training
Learn more about our online portal which contains detailed analysis and training on a number of Global Fund Regulations.
Book Your Demo Now
For more information or to see a demo of our comprehensive solutions for Investor Fund Documentation, please complete the form below. A member of our team will contact you as soon as possible.