Automated Portfolio Commentary

Automate Portfolio Commentary Production

Commentaries are a key part of the investment marketing collateral mix. This thought leadership content needs to be produced and distributed quickly to make the right impact. However, most commentary production processes are slow and cumbersome due to all of the steps involved in writing, designing, producing, approving, and distributing them. Automation simplifies your process to help you produce this information in highly competitive time frame.

Key benefits of automating your commentaries include:

  • Faster time-to-market. Easily cut your production time in half and get your thought leadership materials into the hands of your sales force in a timely manner.
  • Produce a larger volume and variety of commentary with less human effort, freeing up your staff to do more strategic work.
  • Automatically append necessary footnotes/disclosure to your documents to ensure compliance.
  • Streamline your entire process from data and copy collection, to design to compliance review and approval.
  • Minimize risks associated with manually producing portfolio commentary.

Wondering what automated portfolio commentary looks like when it comes out of our system? Our clients tell us it looks like it came fresh off a designer’s desktop! Fill out the form to the right to receive samples of our work.

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We’d love to learn more about your situation and needs. To speak with one of our automation experts or see demos of our products, drop us a line using the form below or call us at 312-948-4949.

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