We help financial firms with their fund marketing. We are an independent SaaS company with offices in Canada and Germany and we specialize in providing automated factsheet generation and financial reporting. Our customers include many financial firms worldwide such as banks, asset managers, ETF and index providers, trustees and financial consultants. We have a dedicated client services staff and we pride ourselves on our ability to help our customers reduce their costs, free up internal resources and better market their investment strategies through world class fund marketing services. Our R&D team members are truly exper technologists and we use the most innovative methods to deliver creative and effective customized solutions. The variety of our expertise across finance and technology guarantees our ability to serve our partners in a way that creates lasting value.


SAAS

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