docCreator

docCreator is a software solution offered by cleversoft group GmbH that aims to automate the process of creating fund factsheets and other marketing materials for asset management companies. According to the vendor, this comprehensive suite of tools and services can help generate accurate and up-to-date fund information, which can then be efficiently distributed to clients and investors. The target audience for docCreator includes asset management companies of various sizes, ranging from small boutique firms to large multinational institutions. It caters to professionals and industries such as asset managers, fund administrators, financial advisors, wealth managers, investment consultants, banks and FinTech, insurance, and pension funds.

Key Features

Automated Fund Factsheets: According to the vendor, docCreator eliminates the need for manual data entry and formatting by automating the creation of fund factsheets. It is designed to pull data from multiple sources and generate factsheets automatically, thereby saving time and reducing the risk of errors.

Integration of Data Sources: The vendor claims that docCreator integrates data from various sources, including internal systems and external vendors or APIs. This feature allows for the aggregation of data into a single platform, ensuring comprehensive and accurate information in the generated factsheets.

Customizable Data Display: According to the vendor, docCreator provides users with the flexibility to design the layout and presentation of data. It offers a catalog of standard templates or the option to create customized layouts, enhancing the overall user experience for clients and investors.

Publication Options: The vendor states that docCreator offers various options for publishing and deploying fund data. It automatically publishes to desktop, mobile, or PDF formats, giving users control over how fund data is distributed.

Compliance with Regulations: According to the vendor, docCreator is designed to comply with various regulatory requirements. It aims to ensure that the generated factsheets and marketing materials meet necessary standards, helping asset management companies avoid penalties or legal issues.

Calculation of Key Figures: The vendor claims that docCreator automatically calculates key figures such as return, volatility, Sharpe ratio, and more. This eliminates the need for manual calculations and provides reliable performance metrics for evaluating and comparing funds.

Interactive Charts and Diagrams: According to the vendor, docCreator generates interactive charts and diagrams to facilitate fund performance analysis. This feature enhances the visual appeal of factsheets and helps users understand fund performance and allocation more easily.

Fund Comparison Tool: The vendor states that docCreator allows clients and investors to compare different funds by providing a side-by-side analysis of key figures, fees, and portfolio data. It aims to facilitate informed investment decisions.

Fund Finder: According to the vendor, docCreator helps clients and investors easily identify the best investment options by filtering funds based on various parameters. This feature simplifies the fund selection process.

Dynamic Portfolio Compilation: The vendor claims that docCreator enables the compilation of individual portfolios from any number of funds. This feature aims to create customized portfolios tailored to specific client needs, enhancing flexibility and personalization of investment offerings.