VIEW BROCHURES Investor Document Production Effortlessly manage regulatory requirements and streamline investor document production with our advanced suite. From UCITS KIIDs to PRIIPs KIDs, our solution ensures accuracy, compliance, and efficiency, all in one place. FIND OUT MORE

Investor Document Production Resources

Documents Covered

Bulk-Document-Production

UCITS/NURS KIID

Bulk-Document-Production

PRIIPs KID

Bulk-Document-Production

Past Performance Documents

Bulk-Document-Production

Factsheets

Bulk-Document-Production

ESG/SDR Document

Bulk-Document-Production

Hong Kong KFS

Bulk-Document-Production

Singapore PHS

Bulk-Document-Production

Board Reports

Key Features

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Bespoke
Customisble Templates

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Microsoft Word
Template Editor

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Bulk Document
Generation

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Maker/Checker
Functionality

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Integrated Document Archive and Repository

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Permalink
Management

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Integration with
Calculations Modules

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Digital Delivery
Compatibility

Our Streamlined Investor Document Production Process

Our Investor Document Production solution simplifies the complexities of regulatory compliance across UCITS KIIDs, PRIIPs KIDs, and more. Built for flexibility, it caters to both self-managed and outsourced models, allowing you to choose the operating model that best fits your needs. With a range of automated tools, including data integration, customisable templates, and version control, youโ€™ll be able to produce high-quality, compliant documents quickly and accurately.

Our Managed Services model offers end-to-end support, with our team of experts guiding you through the entire production journey. Alternatively, choose our Software as a service (SaaS) Model, complete with user manuals and resources to enable independent document creation.

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Key Benefits of Our Automated Document Production Solution

Our document production solutions are designed to address the unique challenges of regulatory document management, from production to distribution. By adopting a streamlined, automated approach, youโ€™ll save time, reduce risks, and enhance your operational efficiency.
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    Accelerate Production:
    Automated workflows to ensure quick and accurate document generation.
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    Enhance Compliance:
    Full compliance with UCITS, PRIIPs, and other global standards.
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    Reduce Costs:
    Efficient processes help lower operational expenses.
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    Strengthen Data Security:
    Secure platform ensuring data protection across all document outputs.
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    Improve Accuracy:
    Built-in data validation to minimise errors in your reporting.
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ATLAS Funds Training

Learn more about our online portal which contains detailed analysis and training on a number of Global Fund Regulations.
Visit Portal

Book Your Demo Now

For more information or to see a demo of our comprehensive solutions for Investor Document Production, please complete the form below. A member of our team will contact you as soon as possible.

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