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Scalability to obtain fund factsheets

Adaptability to platforms and local requirements

Design customization to comply with corporate rules

A powerful tool of communication to engage final investors

The definitive tool for fund factsheet generation

Our advanced and comprehensive Fund Solutions is designed to manage all figures, data, reports and needs for investment funds. This financial solution provides tools to manage different data sources and obtain accurate reports complying with the legal requirements. The system allows process automations, scalability and adaptability to own platforms.

A financial solution that cares for design

Apart from the data and graphs, the solution has available tools to custom individual investment fund reports according to the own corporate brand and image rules as the culture and language of the final client. In this way, the client optimizes the service with the subsequent cost savings. As a result, it is obtained a final product that engages the final investor and becomes a powerful tool of communication of your funds.

Flexibility and adaptation to legal requirements

Fund solutions can be implemented in an easy-to-use software. The result is a full financial factsheet with advanced risk and return data that complies with local requirements. The outcome can be also in different formats in order to be flexible depending on the clients’ platform.

Fund Factsheets

Design your own fund factsheets to comply with the legal requirements and your corporate image rules. Obtain attractive reports to explain the main data of your product.

Interactive Factsheet Generation

Manage the fund information and figures with automatic processes for factsheets, fund searching and analytic details, as volatility, risk and correlation.

Data Management and Control

Organize, manage and control the main data about your fund to report properly your client.

Multicultural and Linguistic Application

Design your fund factsheets taking into account the final client cultural and linguistic peculiarities to make your product more attractive.

Risk Analytics

Obtain a wide range of calculations to measure the asset risk, as VaR, beta, volatility, correlation, variance and covariance.

Change Management

We help the organizations in all steps for a change process: implementation of our solutions, team training, internal and external communication and every need to obtain an efficient change management to achieve the decided aims.

Maintenance

Choose the option (basic, standard, advanced and premium) that fits your support needs.

  1. Reporting

  2. Compliance

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Under Protection of Personal Data Law 15/1999, of December 13, you are informed that the personal information you provide will be treated by TechRules, SA to answer your request and send you information about our solutions. If you want to access, modify, cancel or oppose its treatment you must send a letter accompanied by a legible copy of your passport or any other identification document to Customer Service, Caceres Street, 2A - 28223 Pozuelo de Alarcón, Madrid, Spain.