Zenith research and portfolio tools - Zenith Investment Partners

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Portfolio Tools</a> <a class="item" href="/our-solutions/data-document-feeds/">Data & Document Feeds</a> <a class="item" href="/our-solutions/fund-document-production/">Fund Document Production</a> <a class="item" href="/our-solutions/digital-fund-tools/">Digital Fund Tools</a> </div> </div> <a href="/news-insights/" class="item nav option ">News & Insights</a> <a href="/contact-us/" class="item nav option ">Contact Us</a> <div class="item nav option"> <div id="search_section" style="align-items: center;"> <div class="ui simple dropdown item nav option"> <a class="ui secondary button"> <i class="user icon"></i>Login </a> <div class="menu transition nav_drop_menu" tabindex="0"> <a class="item" href="https://app.zenithpartners.com.au/mosaic/insights">Zenith Mosaic</a> <a class="item" href="https://www.feanalytics.com/">FE Analytics</a> <a class="item" href="https://datapartner.fefundinfo.com/home">Data Partner Portal</a> </div> </div> <a class="ui default button" href="/search/#search-results"> <i class="search icon"></i>Search </a> <div class="ui icon input" id="header-search"> <input type="text" placeholder="Search..." id="header-input"> <i class="close link icon" id="header-search-exit"></i> </div> </div> </div> </div> </div> </header> <script> console.log('False') console.log('False') </script> <section id="banner" class="ui banner"> <div class="banner_image" style="background-image: url('/media/4nefevqg/untitled-design-53.png?width=1900&height=500&v=1d97926cfb05be0')"> <div class="ui container"> <h2 style="color: #FFFFFF;">Our Solutions/</h2> <h1 style="color: #FFFFFF;">Fund Document Production</h1> </div> </div> </section> <div class="ui section remove-top-padding" style="background-color:#ffffff;"> <div class="ui stackable one column grid container"> <div class="column"> <div class="ui Text-Heavy item"> <h3>Achieve operational efficiencies by automating the production of<span> </span>your fund documents</h3> <p>Our customisable document configuration and production tool helps you optimise the creation of fund and regulatory documents to better engage with clients at scale, meet regulatory requirements, and increase efficiencies in your business.</p> </div> </div> </div> </div> <div class="ui section remove-top-padding" style="background-color:#ffffff;"> <div class="ui stackable two column grid container middle aligned"> <div class="column"> <div class="ui Vertical Alligned item"> <div style="display: flex; flex-direction: column; justify-content: center; align-items: start;"> <h2 class="lead primaryForeColor">A true end-to-end solution</h2> <p>From data validation to design, and delivering information in a digestible format, we’ve taken the pain out of document production.</p> </div> </div> </div> <div class="column"> <div style="display: flex; justify-content: center; align-items: center; height: 100%; width: 100%;"> <img style="width: 100%;" src="/media/4opfles1/_17.svg"> </div> </div> </div> </div> <div class="ui section remove-top-padding" style="background-color:#ffffff;"> <div class="ui stackable three column grid container"> <div class="column"> <div class="ui Default item"> <div style="display: flex; flex-direction: column; justify-content: left; align-items: left;"><img src="/media/3dddvyoz/build.svg?rmode=max&width=500&height=500" alt="" width="100" height="100"> <h3 style="text-align: left;">Designed around you</h3> <p style="text-align: left;">Brand consistency drives the growth and recognition of leading global brands. The configuration tool gives you the flexibility and control in designing your fund or regulatory document for consistent output in your desired format, whether in PDF or interactive HTML for greater digital engagement.</p> </div> </div> </div> <div class="column"> <div class="ui Default item"> <div style="display: flex; flex-direction: column; justify-content: left; align-items: left;"><img src="/media/nikjnzcs/data-consistency.svg?rmode=max&width=500&height=500" alt="" width="100" height="100"> <h3 style="text-align: left;">Single source of clean data</h3> <p style="text-align: left;">While we support the openfunds standard, we accept data in all forms and from all sources. So, whether you have data in a spreadsheet or from a third party, we’ll produce a single source of clean data. Your data is ingested using FE fundinfo’s Xceptor data processing paradigm model, fully validating each file to ensure accuracy.</p> </div> </div> </div> <div class="column"> <div class="ui Default item"> <div style="display: flex; flex-direction: column; justify-content: left; align-items: left;"><img src="/media/bkylbifg/downloadablereports.svg?rmode=max&width=500&height=500" alt="" width="100" height="100"> <h3 style="text-align: left;">Automatic audit trail & document archive</h3> <p style="text-align: left;">All documents are accessible using our secure portal. User permissions are enabled to prevent unauthorised changes and publishing, allowing for further quality control. The portal documents a trail of completed actions automatically, essential for any transparent, compliant process. Your published documents are archived for 10 years should there be a need to review them in future. </p> </div> </div> </div> </div> </div> <div class="ui section remove-top-padding" style="background-color:#ffffff;"> <div class="ui stackable one column grid container center aligned"> <div class="column"> <div class="ui Horizontal Alligned item"> <h2 class="lead primaryForeColor">Fund documents customised to your needs</h2> </div> </div> </div> </div> <div class="ui section remove-top-padding" style="background-color:#ffffff;"> <div class="ui stackable two column grid container"> <div class="column"> <div class="ui cards border-less border-blue"> <div class="card Left"> <div class="image"> <img src="/media/icnf0nde/reporting.svg"> </div> <div class="content"> <div class="header secondaryForeColor">Fact Sheet Production</div> <div class="description"> <p>Our leading document production platform is powered by FE fundinfo and gives you the flexibility to configure and produce engaging literature in your brand and communication style. Automation capabilities allow you to focus on engaging with your customers at scale while conveying valuable information in the form of PDF and HTML documents, such as bulletins and monthly or quarterly fact sheets.</p> <br /> <br /> <a class="ui secondary button" href="/our-solutions/fund-document-production/fact-sheet-production/">Learn more</a> </div> </div> </div> </div> </div> <div class="column"> <div class="ui cards border-less border-blue"> <div class="card Left"> <div class="image"> <img src="/media/thgf24qb/legal-document.svg"> </div> <div class="content"> <div class="header secondaryForeColor">TMD Production</div> <div class="description"> <p>Thanks to our extensive capabilities in data, dissemination and regulatory compliance, our solutions help product issuers and product distributors alleviate the challenges you may have in meeting your regulatory obligations, while also helping you optimise your resources and reduce your risk.</p> <br /> <br /> <a class="ui secondary button" href="/our-solutions/fund-document-production/tmd-production/">Learn more</a> </div> </div> </div> </div> </div> </div> </div> <div class="ui section" style="background-color:#f3f3f3;"> <div class="ui stackable one column grid container middle aligned reverse-mobile"> <div class="column"> <div class="ui Vertical Alligned item"> <h2 class="ui darkForeColor caption" style="text-align: center;">Find out more</h2> <p style="text-align: center;" class="partial-container"><span class="NormalTextRun BCX0 SCXP145627290">To learn more or to book a demo, submit an enquiry and one of our team<span> </span></span><span class="NormalTextRun BCX0 SCXP145627290">members will be in touch with you shortly.</span></p> <p style="text-align: center;" class="partial-container"> </p> <p style="text-align: center;" class="partial-container"> </p> </div> </div> <div class="column"> <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script> <script> hbspt.forms.create({ region: "na1", portalId: "23303085", formId: "43b6815b-04bc-4587-91d1-90a1571520ab", sfdcCampaignId: "7014L000000ICzJQAW" }); </script> </div> </div> </div> <div class="ui section" style="background-color:#ffffff;"> <div class="ui stackable one column grid"> <div class="column"> <div class="ui content testimonials"> <div class="ui container testomonial-container"> <div class="circle primaryBackColor first-circle non-mobile"></div> <div class="circle secondaryBackColor second-circle non-mobile"></div> <div class="flexslider"> <ul class="slides"> <li> <div class="ui stackable grid"> <div class="four wide column"> <img class="circle" src="/media/c0iejmeu/muzzammil-maqsood-dhedhy-1253151.jpg?width=400&height=400&v=1d9dff94dce8090"> </div> <div class="twelve wide column"> <h2 class="primaryForeColor">Hear from our clients</h2> <p>We engaged the services of FE fundinfo to create static and dynamic fact sheets for four of our Managed Funds. After just 4-months, the solution was delivered and fully-functional on our website. Prior to engaging FE fundinfo, the challenge that we faced was that we were having to manually collate data for our static monthly fact sheets and produce these through the inputs of our analysts and formatting of our graphics team. Now, through the FE fundinfo solution, these fact sheets are not only produced instantaneously in PDF format but are available to users on our website as a dynamic tool. After just a few days of the solution becoming available to users, we’ve received lots of positive feedback from staff, clients, and advisers alike.</p> <div class="user-card"> <h3 class="primaryForeColor">Muzzammil Dhedhy</h3> <h5 class="darkForeColor">Chief Operating Officer - Hejaz Financial Services</h5> </div> </div> </div> </li> </ul> </div> </div> </div> </div> </div> </div> <footer id="footer" class="ui footer" style="background-color: #000000;"> <div class="ui container"> <div class="ui stackable grid"> <div class="sixteen wide row"> <div class="five wide column"> <a href="/"> <img id="footer_logo" class="footer_logo" src="/media/1003/inverse_logo.svg"> </a> </div> <div class="eleven wide column"> <div class="ui stackable grid non-tablet"> <div class="four wide column"> <h3 class="ui primaryForeColor nav">About Us</h3> <div class="ui inverted link list"> <a class="ui label light item" href="/about-us/our-business/">Our Business</a> <a class="ui label light item" 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Zenith research and portfolio tools - Zenith Investment Partners