Trends & Insights

Introducing Fund Report Orchestrator: A new way to unify and simplify content creation for asset managers

Par Tony Smith — le 14 novembre 2023

For asset management firms around the globe, quarter-end and month-end content production remains a complex and time-consuming process. As firms’ offerings continue to expand and the needs of clients – advisors, institutions and end investors – evolve, marketing, product and investment teams need new ways to produce commentaries, fact sheets, pitchbooks and quarterly investment reports.

For that reason, Seismic is excited to announce Fund Report Orchestrator, our latest software solution, purpose-built for planning, authoring, workflow and approval workflows.

With Fund Report Orchestrator, teams can unify and streamline processes associated with fact sheet, commentary, pitchbook and quarterly investment report production. This allows firms to best support the growing complexity of being able to offer a wider range of product types and address the needs of their clients without compromising accuracy or quality.

Fund Report Orchestrator helps asset — management marketing teams simplify the creation and reuse of qualitative content – bios, disclosures and portfolio — manager insights across the materials they produce. It also provides marketing leaders and managers with a better way to plan and manage the complexity associated with month-end and quarter-end production. This allows firms to decrease the time spent producing content and support expanded product offerings. Let’s take a closer look at some of the features and benefits.