We produce financial reports working closely with the fund administrators and you, while respecting the corporate branding. Firstly, we work on the source language. Then, we translate and typeset your reports, before distributing it to all parties.
Investment and asset management professionals are facing an increasing demand to provide timely and up-to-date product information to both regulators and investors. Our full project management solutions are tailored to relieve this burden. We manage complex fund communications in a streamlined way from creation to delivery in any language.
We understand the complexity of prospectus updates, especially, when coordinating many stakeholders and translations. This is why we optimised and digitalised the prospectus production. Our process ensures that all documents are translated, produced, reviewed, signed off and distributed in time.
One dedicated project manager runs the project for you and will address any challenges with professionalism and efficiency.
The requirement to produce UCITS KIIDs and PRIIP KIDs can become a nightmare in terms of complexity, volume of documents, short deadlines and high costs. Our KIID solution is a web-based content management and composition solution. It supports the preparation and production of UCITS KIIDs and PRIIP KIDs. Through a secure and easy-to-use database, all processes are streamlined.
In addition to the familiar Prisma project management service, we analyse your current setup and provide a tailor-made solution. You decide which steps of the workflow you take control of.
Please refer to our factsheet for further details about our PRIIP KID solution.
We assist you with a wide range of legally required documents, such as Articles of Association, Account Opening Forms and Factsheets. We manage the entire lifecycle of each document. Your project manager communicates with local offices, law firms and legal departments. Further, you receive regular updates and a global overview on the current status, including timetables and reports.
Make your products shine â€“ with concise, persuasive and appealing Marketing Material. We love to look after your brand.
Show off your fundâ€™s performance to investors. Besides translations, we ensure high quality and consistent results at each production stage and with every update. All that according to your instructions on content, images and corporate layout.
Your Fact Sheet is shortly finalised thanks to our proven processes and different levels of automation.
You can drive sales with outstanding marketing brochures. Therefore, you need a partner that understands the impact a simple brochure can make. We offer advice on corporate branding and general layout of your documents.
An investment in your sales tools pays off on the long run.
With our automated web-based Board Pack solution, you can now easily create Board Packs. Prepare new documents for review and electronic signing, and manage events â€“ all within a single platform! It is an easy-to-use web application which does not require any installation and works on various devices and operating systems.
Contact us to learn more about how we can streamline and simplify your Document Management. We help you take the most out of your board meetings.
To protect all documents and data processed within the application, the platform features full encryption and two-factor authentication. Your data will be hosted in Luxembourg on a secure CSSF-regulated infrastructure.