Generate Factsheet Automatically
Automate Factsheet Generation, save time, save cost and reduce errors. Along with Factsheet, other related documents like SNAPSHOT, FM-WISE-REGULAR, FM-WISE-DIRECT, FM-WISE-SIP, Category wise (XLS), and Board Performance are also generated automatically.
Why Automate Factsheet and its related documents Generation?
- Need to manage hundreds of schemes with frequent updates. Manual Fundfact generation is inefficient, error-prone and time consuming.
- There is common text / images / layout in multiple Documents - it is possible that by mistake a small change is not consistently reflected in all documents. For example if there is change in Scheme Risk-o-meter then it should get reflect in all documents like Factsheets, FM-wise Regular, Direct, SIP, Category wise files and Snapshots
Prone to version control issues.
- Regulatory risk due to delays.
- Too many variations to handle manually
- Replace text that is the same across SIDs. Example: website name
- Replace the image that is the same across SIDs. Example: logo
- Replace text that varies by scheme. Example: scheme name
- Replace an image that varies by scheme. Example: risk-o-meter
- Generate graphs/charts and tables based on market data. Example: Performance charts.
- Software for Fund Houses