FundAssist offers an end-to-end fact sheet solution fully tailored to our client’s needs. In conjunction with the client, we design and develop a unique template incorporating distinctive branding elements, colours and layouts. Automation is a core component and enables us to accomplish fast and efficient turnaround times. Our process involves data gathering, data mapping, automated processing, translation and document dissemination.

Our team work closely with the chosen Third Party Administrator to ensure consistent and seamless data feeds and our team of qualified accountants take responsibility for processing both the static and dynamic data where necessary. As part of the process, we also analyse the fact sheets to identify the key static and dynamic areas of information in order to develop the best level of automation.

Translation is central to our business at FundAssist. Our translation process runs parallel to fact sheet preparation to ensure minimal delays. Our professional translators are specifically trained and experienced in translating both financial and marketing documents. Therefore, we are well placed to provide fact sheets in the required languages in an efficient manner.

Technology plays a crucial role. Our online web facility allows clients to access data at any time meaning they can upload, review and approve documents instantly. This facility also enables documents to be archived for access in the future.

The completed and approved fact sheet can be distributed via our online web portal in accordance with client specified delivery rules.

Summary:

• Template building incorporating client specific design
• Responsibility for data feeds, both static and dynamic
• Professional translators experienced in translating financial and marketing documents
• User friendly online interface
• Flexibility (simple and cost efficient changes to templates)