Some of SA's biggest brands rely on us to save them time and money.
Creating engaging documents is our forte. We integrate with external data sources and can deliver documents using various methods including FTP/SFTP.
Potential investors study this for insights into your fund. It typically contains the investment objective, top holdings, past performance and other important information.
A Minimum Disclosure Document (MDD) is an alternative name for a factsheet. It is a regulated document which shows existing and potential investors information about the investment.
A Key Investor Information Document (KIID) is a regulatory document about an investment. It contains important information regarding the objective and its risks.
A General Investment Statement is a quarterly document which describes the latest fees as well as the changes in the investment holdings.
We are thrilled to do a proof of concept for our clients. Be ready to send us your document data and a template (if one is available).Today
Once the proof of concept is complete, its the decision making stage. Advicement will assist you in choosing the appropriate API plan and take your through the Excel Add-in.2nd Week
During this phase we implement all your documents using our technology and set up the the Excel Add-in and spreadsheet for your team.4th Week
Once Advicement has custom made your templates and spreadsheet, your team will be able to custom create documents by clicking a button in the Excel Add-In.Afterwards
We offer email support, in case you need to make changes to your document templates.
We don’t charge for small changes to your templates. For more significant alterations, we offer free email support hours every month – the number of free hours is dependent on how many documents we create for you.Contact Us
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Typically we will send you product updates and articles that appear on the Advicement blog.
We’re ready to customise a PDF generating solution for your business. Reach out to us and let’s save you time and money today!
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