Managing financial reports and other commercial or regulatory documents is an unavoidable task for asset management companies. However, this activity can quickly become time-consuming, especially when a large number of documents have to be updated. Each version must be carefully checked, uploaded, then made available in the correct format on the website. It’s a process which, if carried out manually, can consume hours of precious time.

An automated solution for considerable time savings

Faced with this challenge, our agency has developed an innovative solution to simplify and speed up the updating of your regulatory reports and documents. Thanks to an automated system with a high-performance import robot, hundreds of files can now be updated in a single click. The robot is able to read file names and automatically associate them with the right categories on your website.

This automated process offers several advantages:

• Instant download: The latest version of each document is immediately online and available to your users, guaranteeing access to the most up-to-date information.
• Organized history: In addition to the latest version, our system displays a complete history of documents, sorted by month and year. This gives your customers and partners total transparency and access to previous versions for consultation or archiving.

Drag-and-drop updating

To make the use of this solution even more intuitive, we have integrated three methods of document submission.

The first is a simple drag-and-drop via FTP. This system is ideal for users familiar with more technical file transfer methods.

For those who prefer a more direct approach, documents can also be uploaded directly via the website’s administration interface. This interface has been designed for ease of use, enabling your teams to update documents in a matter of seconds, without the need for advanced technical skills.

Even simpler, we can also configure our import robot to connect to an e-mail address to which you or your custodian have sent the latest versions of your documents.

A tailor-made response to the needs of asset management companies

This solution is part of our commitment to support asset management companies in their quest for efficiency and digitalization. By considerably reducing the time spent updating documents, you can concentrate on higher value-added tasks. And, above all, you can be sure of always providing your customers with up-to-date, accessible information.

To find out more about our automated solution, or to arrange a demonstration, please contact us. We’ll be delighted to help you transform your document management processes.