FundSys™ enables you to bring dramatic new efficiencies to the print production process. Consider the challenge of producing monthly or quarterly fact sheets for every fund in your complex. Traditionally, this was a time-consuming process, requiring a lot of cutting and pasting—with the potential for data entry errors.
With FundSys, fact sheets are automatically prepared for fulfillment using data and content that’s already in the system’s central repository. Your template can be as simple or as complex as you choose. For example, it could include:
"Our fact sheet production of 65 documents has been reduced from one month to less than one day."
- Introductory text from your CIO about the general market environment
- A performance table showing fund returns for the most recent month, quarter, year, 3-year and 5-year periods, as well as since inception
- A comparison of the fund’s performance to relevant benchmarks and peer universes
- Graphs showing the fund’s performance compared to benchmarks and/or competitors
- Fund-specific commentary from the portfolio manager
Once the commentaries are written and uploaded, FundSys allows you to automatically populate the template and print the fact sheet. It’s as simple as that. Even if you use different templates for distribution on the web vs. print, or for your different channels, it’s still just as fast. One of our clients reports that, "thanks to FundSys, the time needed to create fact sheets for 65 different funds was reduced to a single day—down from 30 days using traditional methods!"
As a result, FundSys frees your marketing team to use its time more productively on value-added activities, instead of routine, repetitive tasks.