Adaptability to platforms
and local requirements

Learn how TechRules Fund Factsheets Automation can streamline your fund fact-sheet creation process.


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Fund Fact-sheet
automation

Learn how TechRules Fund Factsheets Automation can streamline your fund fact-sheet creation process.


High level of customisation


Focus on your customer by automating the production and delivery process of your fund fact-sheets. Our simple tools can generate adaptable, accurate and easy-to-understand fact-sheets

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Fund Marketing
Platform

Helping you to scale your business


TechRules Fund Marketing Platform provides first-class insights into companies’ funds, prospects and investors

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Fund Marketing Platform overview

Get a closer and better customer approach in order to increase business

Our backgrounds in finance and technology give us a unique advantage to really understand the challenges of the investment-management industry and, at the same time, offer tailor-made digital solutions.

  • Tailor-made material
  • All-in-one Platform
  • Detailed and valuable analysis
  • API integration with our own and third-party platforms

Learn how to automate your fund fact-sheets to improve productivity and reduce time and costs

Fund Fact-sheet Automation!

Download
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Fund Research
Platform

The Research Platform for Fund Analysts


Customer-centred platform with a great background on security methodology and compliance

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Get high-added value in with our a exclusive classification system and comparison tool with similar funds

Get easy comparisons between similar products and performance benchmarks using our digital tools


Get a single touch-point platform for investment managers with an the advance, flexible and scalable tool-kit they need: Data integration, research-management tools, peer-group analysis, model portfolio construction and fund reporting.

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Benefits with Funds Solutions:

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Data-source integration

From both in-house and external data vendors’ feeds

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Advanced risk/return calculations

Performance assessments, including attribution, return and risk- analysis

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Different Outputs

XML, PDF, TXT, XLS and HTML

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Compliance

MiFID II and local regulation required

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Questions?
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answers