Designed around you
All documents are built around your brand and communication requirements.Our state of the art Configuration Tool enables quick development and design of your documents, allowing additional fields to be added without major development.Factsheets and PRIIPs KIDs can be produced in a multitude of different languages to comply with local legislation and make your documents internationally appealing.
Reduce your risk
All automated factsheets produce an audit trail that works in harmony with regulatory and compliance requirements.The Data Validation File checks and validates data based on your chosen tolerances month on month to ensure the data remains accurate. Any discrepancies are easily flagged to you via a dashboard without the need to look through every document.
Reduce production times
Our fully automated service increases efficiencies to your business. By signing off your fund data at source you can eliminate time-consuming approvals, freeing up resource to focus on your customers and greatly reducing the risk of any errors or inconsistencies.
SFDR Fund Reporting
Comply with the new ESG rules on transparency, disclosure, internal policies and reports with our SFDR reporting module. We help you to produce timely and accurate documents, and to minimise compliance risks. The SFDR and Taxonomy Reports will be updated on a monthly basis to meet new regulatory requirements or to include better and more reliable underlying data.
Watch the Better Connected: FE fundinfo Client Conference 2021
The Better Connected Client Conference 2021 conference was delivered via a series of live interactive webcasts from 24th February to 29th April, bringing together FE fundinfo’s network of leading fund managers, distributors and business partners.
Click below to catch-up or revisit the wealth of industry insider knowledge from some of the industries leading experts.