simplicity to ensure efficiency

Challenge: The NAV of a sub-fund must be recalculated, impacting all financial statements.

You should re-do the entire annual report import, verification and generation process. Instead, you create multiple adjustments, pressured by time.

A few days later your client realises the sub-funds' NAVs and NAVs per share are not consistent and that the consolidated statements are missing an adjustment.

The problem is not your production process, it’s production without automation.

Challenge: Reviewing the same documents over and over is not efficient

You have experienced sending new drafts to your clients which contained unwanted revisions. 

You have sometimes prepared so many versions of the same report, you're not sure which one to send.

You restart the complete review process with each draft. This is still not enough: you compare both versions and verify each amendment.

At the end of the day, you have spent more time proof-reading than focusing on the core aspects of your reports.

The problem is not your verification process, it’s verification without automation.

Challenge: A small change for all my documents is a complex change overall

Whether it's a corporate rebranding or a prospectus update, reflecting a change across all my documents can quickly become a challenge.

Should all the changes be done at the same time on all documents?

How do I guarantee all my investor documents and financial reports reflect correctly the change?

What if you could make the change once, and the effects were automatically reflected in all relevant documents?

Challenge: With so many drafts in my current process, I waste time consolidating comments and repeatedly reviewing

For each new draft the full cycle is repeated:

- collect all comments received

- process each comment, clarifying some with the third party who made them

- generate the new document

- verify the results

- send the updated version to all reviewers

It is very inefficient to create a new draft for each set of comments.

What if all parties, internal and external, commented on the same platform? What if I could check my report without generating a new draft each time? 

Challenge: I want to keep up-to-date with regulatory changes

There are many regulations impacting my reports and documents. I want to stay current with regulatory changes in my funds' local market and also keep up with updates in countries where I distribute my funds.

There are more and more reporting and investor documents to publish and update, we are busy all-year-long.

Keeping track of all regulatory updates should be my core focus but I cannot allocate sufficient time to it.

We are all faced by greater time constraints, what if you could spend less time producing reports and more on value-added tasks?

Challenge: The high cost and risk of On-premise vs. SaaS

Hosting an On-premise solution is market practice for many financial institutions.

However, there are many hidden costs including large implementation programmes and the associated maintenance. 

Adding to the costs are the risks associated with each upgrade, and the resources required to plan, test and ensure no regression: the total cost of On-premise is much higher than I imagined.

What if I could purchase a new application, ready-to-use and with new releases taking place seamlessly while my teams continue their work?