Creating documents such as mutual fund factsheets or quarterly investment reports manually is a huge drain on resources and is prone to human error. Quant Reports can generate automated investment documents and backend analytical reports for investment committees and risk management. Our document automation platform uses the professional quality output with a powerful charting and fund analytics engine which can seamlessly ingest data from existing services. The problems with managed or existing in-house reporting solutions include:

• USING A MIXED BAG OF TOOLS — which are usually incompatible resulting in an inefficient workflow

• NO CENTRALIZED PLATFORM — resulting in repetitive copy and pasting from multiple locations

• NO DATA INGESTION ENGINE — must subscribe to multiple disparate data sources in a variety of different formats

• PROFESSIONAL QUALITY OUTPUT — need to employ a graphic designer for high quality output and consistent brand messaging

• NO DEDICATED ANALYTICS LIBRARY — must ensure all calculations are robust and error-free

The team at Quant Reports works with you to define and maintain the processes and templates on your behalf, which is included in the subscription to our service - the automated fund factsheets approach offers significant advantages compared with manual processes. If you have questions about this approach please get in contact today.