Guide to Automation

Resources to help you automate your fund document production

Fund document production has historically been a headache for fund markers who are tasked with collecting all the necessary information and getting it approved by the relevant stakeholders. However, with the rise of automation, more and more marketers are realizing that fund factsheet production doesn’t have to be such a hassle.

Through automating your fund factsheet production, you can save time and money – if it is done right!

Take a look at the articles below for tips and advice on how to automate your factsheet production process for maximum efficiency.

Fund Document Production Steps

From outlining your design requirements to getting document approvals – here are all the steps you need to follow to successfully automate your fund document production.

Understanding components, layouts and templates

Everything you need to understand what the terms components, layouts and templates refer to and what their respective purposes are.

How to create factsheet templates

Learn more about Kurtosys’ three-step process for the creation of factsheet templates.

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