Time your staff could be putting to better use by doing literally anything else besides making factsheets.
The entire process is automated so, once you’re set up, we produce factsheets infinitely faster than any human ever could. Happier and more productive analysts guaranteed.
Leave the data sourcing, sanity checks and calculations to us. We’re also sticklers for regulatory frameworks, data protection legislation and standard industry practice.
Stand out from the competition and woo investors with our dazzling charts, tables and other graphical displays. Plus we follow your CI guidelines to the letter.
Right now you’re paying an investment expert to generate your factsheets. Pay a factsheet expert instead. We promise it’s cheaper.
Our Documents-as-a-Service API makes sending large volumes of documents simple and cost-effective for big businesses.
As many invoices/receipts/statements/contracts as you have clients to send them to. Our technology has no limitations.
Batches of up to 1 000 documents will get to you in under 1 minute.
Your IT team will get the service integrated in a matter of minutes. Requesting documents is easy. Our API is built on Amazon Web Service’s infrastructure and is accessible 24/7 around the globe.
You pay per document – with 50 documents every month. You will need to have an Amazon Web Services account as billing is handled by them.
Igor Rodionov is the founder of Advicement Investment Services.
Before Advicement, Igor worked as a quantitative analyst providing research to the asset management industry in South Africa. During his time at a bank, Igor was a rated analyst in the quantitative analysis and risk measurement categories, according to the Financial Mail’s Ranking the Analysts survey in 2015.
Igor holds BSc (Actuarial Science and Statistics), BSc Hons (Advanced Mathematics of Finance) and MSc (Computational and Applied Mathematics) degrees from the University of Witwatersrand. He continues to maintain a close relationship with the institution.
Jury Rodionov is the system architect of Advicement Investment Services.
Jury completed his degree in electrical engineering at a prestigious Polytechnic University, Kursk, Russia in 1980s.
He has over 25 years of experience in designing and building production-ready software systems. Jury is proficient in over 10 computer languages with specialities in databases and back-end systems.
Advicement mission is to provide high-quality technological and effective solutions to a financial services industry.
By outsourcing your factsheet production to us, you will save money and leave your investment team do what they do best, make investment decitions.Learn More
The Document API allows to utilise the Amazon Web Services infrastructure and create invoices, receipts, statements and contracts in a few seconds.Learn More
Technology can be an excellent catalyst for asset managers looking to attract new clients. Two obvious areas where technology can make a meaningful difference are the freeing up time and delivering professional looking regulatory documentation.
How is your asset management firm handling communication strategies with clients and regulators?
Rapid development of technology, paired with innovative thinking within the financial services sphere, is creating new ways of meeting legislative requirements for effective communication with investors.
Get in touch. We would love to hear from you to see if we can assist your business.
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"Never send a human to do a machine's job." - Agent Smith, The Matrix