Name: docCreator
Author: cleversoft group

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Development

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Data Analytics  and BI Services

Document Generation

File Sync

Enterprise

Accounting

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

Asset Tokenization

Cloud Storage

Container Management

DevOps

Disk Based Backup

Fraud Detection

Hadoop-Related

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Access Control (NAC)

Network Performance Monitoring

Relational Database Management Systems

Requirements Management

SSL Certificate

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales

Cloud Access Security Brokers

Data Loss Prevention

User and Entity Behavior Analytics (UEBA)

Security

Automotive

Catering

Church Management

Estate Planning

Hotel Management

Insurance Claims Management

Law Practice Management

Multiple Listing Service (MLS)

Vertical-Specific

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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.

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