As with any business, one thing always holds true:
Costs must continually be reduced without sacrificing results
That doesn't mean that regulations and compliance rules will reduce, or deadlines extend. Smarter technology is needed to keep up.
Ask yourself, are we able to:
Manage content for schedules of investments, financial statements, financial highlights notes, letters to shareholder?
Accelerate review, proofing and approval in a manageable and structured processes?
Pull financial data from your fund accounting systems?
Automatically replicate changes to the same data in all related documents?
Without covering the blocking and tackling, you leave your processes open to error and run the risk of budget overruns.
No comments:
Post a Comment