Improve your productivity by reducing the time spent creating your website, marketing documents and content portal publications
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
Helping you to scale your business
TechRules Fund Marketing Platform provides first-class insights into companies’ funds, prospects and investors
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.
Learn how to automate your fund fact-sheets to improve productivity and reduce time and costs
Fund Fact-sheet Automation!
The Research Platform for Fund Analysts
Customer-centred platform with a great background on security methodology and compliance
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.
From both in-house and external data vendors’ feeds
Advanced risk/return calculations
Performance assessments, including attribution, return and risk- analysis
XML, PDF, TXT, XLS and HTML
MiFID II and local regulation required
Questions?We have answers
Download our whitepaper to learn more
Descargue nuestro whitepaper para saber más
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