Fund Fact Sheet Automation That Scales 10x Without Adding Headcount
Used by top investment companies for true scalability and efficiency
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The Problem: Manual Fund Fact Sheet Production Doesn’t Scale
Fund fact sheets are essential—but the way most firms produce them is holding them back. Too slow. Too manual. Too risky.
- Weeks of manual effort every quarter
- Repetitive data updates, formatting, and compliance checks
- Growing complexity across products, share classes, and languages
- High risk of errors and inconsistent disclosures
Manual and even semi-automated processes result in delayed time to market, compliance exposure, and growth limited by headcount—not strategy.
Scale Output. Reduce Effort. Accelerate Time to Market.
From hundreds to thousands of fact sheets instantly—Synthesis enables asset managers to transform fund fact sheet production into a true operational advantage:
- Up to 94% faster quarterly production cycles
- 64% reduction in resources required
- 10x increase in document output without adding headcount
- Generate 500 to 5,000+ documents simultaneously
- Automated shareholder report compliance and zero-error outputs
Free your team from the agony of production logistics—and focus on growth.
Don’t Let Your Data Hold You Back
Product and data complexity is growing. Synthesis transforms your existing process into automated, repeatable production—without requiring perfect data or a full system overhaul.
Meet your data where it is and turn it into a scalable engine:
- Ingest data from any source (Bloomberg, Morningstar, FactSet, Excel, APIs)
- No need to “fix your data first”
- Automated data validation, mapping, and formatting
- Rule-based templates ensure brand consistency and accuracy
- Built-in SEC compliance, ADA accessibility, and multi-language support (12+)
- Audit-ready workflows with full transparency
Say goodbye to manual review cycles and start producing your fund fact sheets at scale.
Insurance Company’s IM Group Doubles Quarter-End Production While Cutting Costs
The growth-by-acquisition strategy of a Large U.S. Insurance Company’s Investment Management Group hinged on efficiently scaling up the production of quarter-end marketing materials. By implementing a fully automated solution, they achieved their goal of doubling output and reducing production time, while also cutting $58,000 in annual agency costs. This firm won an MFEA innovation award for their accomplishments.
