Fund Fact Sheet Automation

Adaptability to platforms and local requirements

Learn how TechRules Fund Factsheets Automation can streamline your fund fact-sheet creation process.

Multicultural and Linguistic adaptability
Online Fund Fact-sheets available to track key indicators/information
Maintenance & Support
Data Management and Control
Fact-sheet delivery and distribution

Fund Fact-sheet automation

Learn how TechRules Fund Factsheets Automation can streamline your fund fact-sheet creation process. High level of customisation Focus on your customer by automating the production and delivery process of your fund fact-sheets. Our simple tools can generate adaptable, accurate and easy-to-understand fact-sheets

Easy Branding Customisation
Key fund information-tracking
Fund Fact-sheet Automation

Customise for each user
Flexible real-time reports

Fund Marketing Platform

Helping you to scale your business TechRules Fund Marketing Platform provides first-class insights into companies’ funds, prospects and investors

Quick and advanced search
Comparator
Portfolio Manager

Alerts
UX/UI based design
Fund fact-sheets

Fund Marketing Platform overview

Get a closer and better customer approach in order to increase business

Our backgrounds in finance and technology give us a unique advantage to really understand the challenges of the investment-management industry and, at the same time, offer tailor-made digital solutions.

Tailor-made material
All-in-one Platform
Detailed and valuable analysis
API integration with our own and third-party platforms

Learn how to automate your fund fact-sheets to improve productivity and reduce time and costs

Fund Fact-sheet Automation!

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Fund Research Platform

The Research Platform for Fund Analysts Customer-centred platform with a great background on security methodology and compliance

Peer group analysis
Fund Screener
Fund report builder

Data Integration Capabilities

Get high-added value in with our a exclusive classification system and comparison tool with similar funds

Get easy comparisons between similar products and performance benchmarks using our digital tools Get a single touch-point platform for investment managers with an the advance, flexible and scalable tool-kit they need: Data integration, research-management tools, peer-group analysis, model portfolio construction and fund reporting.