Interactive Fund Fact Sheet

Generate Automated Interactive Monthly Fund Insights For Investors and See Your Fund Grow

Our innovative tool generates investment performance reports and insights using heat maps and charts, making it easy for investors to understand and analyse the fund performance.

The greater the understanding of growth, the stronger the desire to invest or transact in funds becomes.

The Problem

Mutual fund companies face the challenge of effectively managing various communication channels to deliver a compelling message to their investors. From regulatory information to distributor mails and marketing messages, juggling all these channels efficiently can be overwhelming.

Mutual fund companies continually strive to enhance customer engagement, bring investors back to their website, and encourage them to invest or transact. However, delivering a cohesive message becomes difficult with a multitude of different message types.

Regular fund statements are not interactive, making it difficult for investors to explore their investments in-depth. Juggling all the varied data points can be overwhelming for investors.

Transform Your Communication Strategy

With Automated Interactive Fund Sheet, you can revolutionize the way you deliver your message to investors. Seamlessly integrate this powerful tool to your mutual fund tech stack and enhance communication efficiency. Provide a unified message to your customers with ease.

Are you ready to take your mutual fund communication strategy to new heights? Make the switch to Automated Interactive Fund Sheet now and witness your funds grow like never before!

Product Features of Interactive Fund Fact Sheet

Ready to use and self service platform

Centralised platform for upload of data

Integration with external systems & mail server for auto capturing of UPSI

Information fed into the CRM system can be cross-checked with actual transaction behaviour

Implemented on client infrastructure with SSL certificates

Auto enabled with SDD - Structured Digital Database

Single Sign-on/User Credential based access to the platform with 2-Factor Authentication.

Benefits of Interactive Fund Fact Sheet

1

Automated generation of monthly interactive portfolio statements for investors, accessible with just a few clicks and providing comprehensive insights.

2

Clear heat maps and charts for performance analytics, visualizing fund performance data to help investors make informed decisions.

3

Data-driven insights that help investors make informed choices, empowering them to navigate the market with confidence.

4

Intuitive and actionable dashboards for interactive analysis that allow you to analyze in real-time providing seamless integration.

Seamless Addition to Existing Mutual Fund Tech Stack

Seamlessly integrate Automated Interactive Fund Sheet into your existing mutual fund tech stack without any hassle or interruption in services. The automated process ensures that all communication complies with SEBI's new guidelines for mutual funds, providing a streamlined solution to enhance the investor experience

Get Started

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