automation

Creating documents such as fund factsheets or quarterly investment reports manually is a huge drain on resources and is prone to human error. What’s more, it’s a major headache for the fund marketer tasked with collecting all the necessary information and getting it approved by the relevant stakeholders. Therefore, it’s not surprising that many fund […]

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Automating manual processes, like fund factsheet creation, is simple and advantageous. It saves time, reduces costs, lightens up the workload and minimizes errors. Nonetheless, many asset management firms are still manually and inefficiently creating fund factsheets and other fund marketing documents. Here are five components that can be automated in your fund factsheets using the […]

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