Automating Fund Profile Generation

Fully automate your fund profile generation process across your entire fund range, leveraging Daizy’s data lake and charting capabilities.

The Proposition

Benefits

Streamline any manual elements within your fund profile generation process
Ensures fund profiles are always accurate, consistent, and compliant with industry regulations
Modernize your existing workflows – Daizy will work with what you already have to make the upgrade seamless

How it Works

Generate a ‘super factsheet’ in seconds with commentary on each section
Draw on Daizy’s data lake for accurate market data, or link to internal sources
Customization and compliance features ensure compliant-ready output
Integrate into existing product and marketing workflows

Explore More

Paid Search Optimization

Daizy optimizes key search terms based on current market news related to your individual fund strategy and key holdings.

Competitor Fund Comparison

Analyze competing funds in depth to drive better product positioning, reflecting latest market events to provide context and increase relevance.

Automating MD&A Reporting

Daizy automates the Management Discussion & Analysis (MD&A) element of your regulatory fund reporting.

Meeting Prep for Wealth Advisors

Improve your engagement with clients and prospects by delegating the research and data crunching work to Daizy.

Hypothetical Portfolio Tool

Daizy equips sales teams with targeted information to intelligently position their products into a Wealth model portfolio.

Social Media Optimization

Daizy optimizes your social media content and distribution to maximize engagement based on market sentiment.

Get Exclusive Access

The future of financial content is here. Request an invite for your free trial of Daizy Scribe below.