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.

Please take a look at further details about Factsheet Automation

- software applications for mutual fund houses

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