Financial Statements/ MRFPs UNRIVALED INGENUITY, AUTOMATED FREEDOM

Financial statements and MRFPs are an onerous part of being in the investment industry, but what if you could automate these documents and spend a fraction of the time preparing them that you’re used to? Our financial statements and MRFP solutions will drastically reduce labour costs and, when you add the customizability and passion for customer service that come standard with all of our solutions, you’re poised to make serious advances in productivity.

Data
1

We start the process of automating your financial statements and MRFPs by understanding you: your needs, your workflows, and your data structures. We then build our solution around your needs; this minimizes labour costs and maximizes your productivity.

Uploading
2

Send us your data via email or FTP and we upload it into our system – it's really that simple. Using intelligent consistency checks and a translation database of your other documents we’re able to notify you if your data has inconsistencies or needs any new translations.

Managing The Content
3

You can decide exactly how much data management you're responsible for. If at any point you need to talk to us, you have direct access to the developers that work on your documents. There’s no middle man or help-desk to go through.

Finished Product
4

Once you've approved all changes we're able to generate and deliver digital or print-ready versions of your documents. We can even work with your print fulfillment provider to meet whatever requirements they may have for your documents. Our solution also provides you with the ability to splice out whatever portions of the financial statement or MRFP you may need for printing or distribution.

Calculated Advantage

THE CALCULATED

ADVANTAGE

Custom-built Solutions: We pride ourselves on our flexibility. We work with each of our clients individually – you won’t find any template solutions here. We want you to continue using the data structures and workflows you’re comfortable with and we’ll build the solution around your needs; we are working for you, after all.

Availability of Developers: Since our company was founded, we’ve had the philosophy that our clients deserve direct access to the people working on their projects. If you have a question or concern you can call us and speak directly to our developers. There are no helpdesks or account reps to go through; our project managers are our developers, and you have the freedom to speak with them.

Turnaround time: Because our system is built around automation and efficiency, the time from upload to generation of your documents is extraordinarily fast – real time even.

Advanced Functionality: Our solutions are some of the most advanced in the industry. We know you want the most efficient business possible, and we’re confident we can provide you with the tools to get there.

  • Consistency Checking: Our system notifies us if there are any inconsistencies in your data that need correction. With our solution you can have the peace of mind that your data will never be uploaded with missing segments or problematic changes.
  • Translation Optimization: Upon upload, our system scans a database of your past documents for any text which is reused and notifies you of only the new segments of text which need translation. This prevents you from performing redundant translation work and saves you time and money.
  • Blacklining: Our blacklining solution makes editing simple. We realized that the only effective way for you to review changes in a document was to see it in the same format as the finished product, so our blacklining solution is designed to allow you to do just that. Furthermore, you need to be able to see past revisions of a document when you’re making changes; we store that information and allow you to see the full history of revisions.