Frequently Asked Questions
A: Absolutely, this is easily done using our admin tools, either by yourselves, or we can do it on your behalf. It is as simple as a few clicks of a button.
A: Yes, we support translations as long as translations are provided as part of the data set. We will be looking to introduce a translation engine soon so that translations are automatic and do not require manual upload.
A: Yes we do support bespoke features, though there will be negotiable fees related to the requested features.
A: The reports are customisable with regards to layout, background images, colours and more. While we do have templates available, our WYSIWYG editor offers enough flexibility to produce unique, high-quality fund reports.
A: Yes, we support email distribution. Currently, the emails are templated (incorporating your logo, brand colours, and font), but we can accommodate more complex changes at a negotiable cost.
A: Yes, our system is highly secure and undergoes regular penetration testing. For added peace of mind, we offer on‑premise deployment options, ensuring your data remains entirely under your control and inaccessible to external parties – including ourselves.
A: As quickly as you can provide us the data in the required format. While our schema is flexible, we require data in a specific format to ensure accuracy and avoid a "garbage in, garbage out" scenario.
A: We perform the calculations automatically, but we can adjust the methodology to your liking. You also have the option to manually update any data points before distribution, and our system will alert you to any potential discrepancies as the data is processed.
A: Yes, they are customisable at the share class level. If you want all of your fact sheets to look the same across a single fund, with multiple share classes, we also support that.
A: You can either take full control of that process, or you can have us do it on your behalf, though the latter would be chargeable at a negotiable rate.
