Update your funds’ NAVs and reports by sending ONE email

In an increasingly connected and constantly evolving world, the management of financial data must adapt to meet the expectations of investors and financial professionals for speed and accuracy. To meet this need, our agency is launching a unique module enabling you to update your site’s net asset values (NAVs) and financial reports in real time, simply by sending an email.

This module is distinguished by its ease of use and performance: once integrated into the site, it enables fund managers or marketing teams to send an email with updated NAV data and other reports attached, which are automatically processed and integrated into the appropriate sections of the site. No need for manual manipulation or lengthy procedures to update critical information; just a few clicks ensure that the data available to investors is consistently accurate and up-to-date.

Tailor-made technology for financial players

Designed specifically for the needs of the asset management sector, this module meets the market’s demands for transparency and responsiveness. Up to now, this often required technical intervention or complex automation solutions. Now, this module simplifies the whole process by enabling the management team to send information by email, while guaranteeing data integrity and security.

Innovation that promotes agility

In a sector where reactivity is a major asset, this new solution enables financial players to gain in agility. More than just a technical tool, the module contributes to strengthening the relationship of trust between fund managers and their customers, by offering real-time information without compromising on accuracy.

To find out more, don’t hesitate to contact us.

 

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