Where We Add Value
Asset managers
Need the investment operation to scale as efficiently as the investment product?
Asset managers often spend significant time and resources producing documents, maintaining fund data and responding to recurring reporting requirements that add little investment value but cannot be ignored.
Corentera’s technology capability is designed to automate these processes while preserving control over data, branding and output.
Typical use cases
Automated production of fund factsheets
PRIIPs KIDs and other regulatory-document workflows
Multi-language document generation
Daily fund-data processing and validation
White-label investor and fund portals
Consistent production across large numbers of share classes, funds and jurisdictions
Monitoring of data and document-production exceptions
The problem we solve
Reducing the operational burden around fund communication without sacrificing quality or control.