Automated Portfolio Commentary

Automate Portfolio Commentary and Other Marketing Collateral with Synthesis Technology

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

Key benefits of automating your commentaries include:

  • Faster time-to-market. Easily cut your production time in half. Get your thought leadership marketing collateral into the hands of your sales force in a timely manner.
  • Produce a larger volume and variety of commentary. Use less internal effort, freeing up your staff to do more strategic work.
  • Automatically append necessary footnotes/disclosures to your documents. 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.

As shown above, there are many ways automation helps streamline the commentary process.  For example, enabling your team to create and distribute compliant and competitive materials at scale sets you up for success. Synthesis Technology is here to support that success. Do you want to see what an automated portfolio commentary looks like when it comes out of our system? Fill out the form to the right for some samples of our work. Clients say it looks like it came fresh off a designer’s desktop!

Fill out the form below and we’ll send you some samples.



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