Factsheet Automation

Shift from manual error prone to customized automated monthly factsheets with just a click of a button

PROBLEM STATEMENT

Marquee Asset Management Company with over $6 Bn in AUM.

Monthly Factsheets for over 60 funds were done manually; prone to computational and human errors. Inefficient handling of source data; duplicating effort across multiple AMC teams.

Factsheets generated with increased turnaround time of 4-5 working days. Extensive confidential data exchange over email.

Solution

AIFMetrics configured all types of AIFs and other funds on the platform for the client.

System Input files are processed on a monthly basis to compute Performance and Portfolio analytics of all funds realtime - CAGR, XIRR, YTM, Risk Ratios, Market Cap, Industry sector allocation, Performers/ Detractors etc based on fund requirement.

Made Performance and Portfolio parameters, accessible to inhouse sales teams before publishing Fund commentary. real-time multi device access of all AMC funds dashboard with analytics to AMC Sales and Product teams.

Client admin team reviews and publishes PDFs realtime.

Automatic data room population of all Fund factsheets on a monthly basis. No more hunting for PDF docs.

Outcome

Increased time to market - Making factsheets available to sales teams faster than before has made them sell and service funds faster that before.

error-free results with turnaround within hours - All managed by Client Admin. No more depending on third parties; AMC team has in-house control for on-demand reports.

Safe and secure data - No more exchanging data over email. Access to AIFMetrics platform defined by AMC.

In the next phase, AMC is leveraging AIFMetrics platform to enable digital marketing of onshore and offshore feeder funds with realtime multi-device access to AMC sales teams and Wealth RMs and third party advisors.

Success stories

Digitize your business and cash in on tomorrow’s growth wave

Get Started

Request for a Demo

Digitize now and profit from tomorrow’s growth wave! Write to us and we’ll schedule your demo.

Request for a Demo

Digitize now and profit from tomorrow’s growth wave! Write to us and we’ll schedule your demo.