Trust Your Investment Report Production To Us

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1500+

# Factsheets Created

in 2020

75+

# Templates Created

in 2020
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Complex Data Clearly Conveyed

Creating engaging documents is our forte. We integrate with external data sources and can deliver documents using various methods including FTP/SFTP.

Investment Documents

Potential investors study this for insights into your fund. It typically contains the investment objective, top holdings, past performance and other important information.

Minimum Disclosure Documents

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.

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Key Investor Information Documents

A Key Investor Information Document (KIID) is a regulatory document about an investment. It contains important information regarding the objective and its risks.

General Investment Statements

A General Investment Statement is a quarterly document which describes the latest fees as well as the changes in the investment holdings.

How Long Until I Am Automated?

Contact us today and you’ll be experiencing hassle-free factsheet creation in roughly 20 business days.

Initial Contact

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
0 Days

Proof of Concept

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
+- 10 Business Days

Implementation

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
+- 20 Business Days

Document Creation at the Click of a Button

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
Instantaneous

Need Changes?
No Problem.

We offer email support, in case you need to make changes to your document templates.

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Factsheets

Email Support

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.

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Subscribe to Our Advicement Newsletter

We write about our technology, news and product releases in our newsletter.
Typically we will send you product updates and articles that appear on the Advicement blog.

Contact Us

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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"Never send a human to do a machine's job." - Agent Smith, The Matrix