The latest intelligent workflows for factsheet production
Navigating the complex process of fund factsheets has become increasingly sophisticated, as FE fundinfo's factsheet production is now seamlessly integrated into the Nexus platform. This integration streamlines every step, from creation to publication, enhancing overall efficiency.
Consider the journey of a single fund factsheet. It begins as a scope requirement, transforms through multiple drafts, navigates review processes and finally emerges as a published document. Now multiply this journey across hundreds of funds, dozens of share classes and multiple jurisdictions. This is the daily reality for many asset managers - and it's evolving rapidly.
Laura Larriba, Product Manager at FE fundinfo, explains how document production is an integral piece of Nexus: "Factsheet production" is built as part of our integrated platform, connecting every step of the investment life cycle, from creation to distribution. Nexus streamlines operations and increases efficiency and reduces costs, making it easier to navigate the complexities of the investment ecosystem."
The old world of fragmented systems and manual handoffs is giving way to something more sophisticated within the Nexus platform. The Document Production module includes four different sections representing each stage of the document production workflow. Starting with Scope, which displays the full list of factsheets to be generated, then Draft (containing documents when they are first created), Review and finally, Publish.
This integration of the complete process creates intelligent workflows that anticipate needs and solve problems proactively. Widgets can also be used to filter the documents. The system doesn't just track documents; it guides them through their lifecycle with purpose.
Each stage incorporates intelligent features that enhance efficiency for asset managers: automated scope management based on registration status, real-time data monitoring and validation, comparative analysis with previous versions and streamlined review and approval processes. The result isn't just faster production - it's more intelligent production.
As regulatory demands and market expectations increase, the ability to produce, update and distribute factsheets efficiently becomes a crucial differentiator. And because time-to-market can make the difference between capturing or missing an opportunity, Nexus’ integrated approach gives asset managers a much-needed boost in efficiency.
Factsheet Production is now live within Nexus. Watch a live demo from Laura now:
