Solutions
Investor Reporting & Communications
Produce fact sheets, market commentaries, newsletters, and regulatory reports from a single validated data pipeline - every period, at scale.
- Single data pipeline
- Brand templates
- Governed approvals
- Multi-channel output
The problem
The cost of running this workflow by hand
What the manual workflow costs in time and risk, and why adding people doesn't solve it.
The same data is extracted three times
Performance, holdings, fees, and risk pulled separately for the fact sheet, the commentary, the quarterly report, and the regulatory filing. A late correction means updating every document by hand.
Three teams, three timelines, three handoffs
Investment writes the commentary. Operations supplies the data. Marketing owns design and sign-off. Each stream runs on its own clock and merges only at the deadline.
Compliance review holds up everything
A single piece of disclosure language under review blocks the fact sheet, the report, and the regulatory submission. The cycle moves at the speed of its slowest gate.
Scale is capped by headcount
20, 40, or 100+ funds. Every quarter. The cycle ships on time only because operations and marketing absorb the cost of manual reconciliation week after week.
How it works
Synthex runs every stage, from intake to approval
Each stage handed off automatically. Approval gates only where human judgement matters.
Step01/05
Connect sources
Performance, holdings, risk metrics, and fee schedules are ingested into a single validated workspace. Every downstream output draws from the same source.
Results
Measurable business outcomes
The process before and after Synthex, side by side.
Fact sheet production time
With Synthex
Before
Days per fund
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Quarterly reporting cycle
With Synthex
Before
3-4 weeks
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Cross-document consistency
With Synthex
Before
Manual reconciliation
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Approval coordination
With Synthex
Before
Email chains
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Error detection
With Synthex
Before
Post-publication corrections
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Scale
With Synthex
Before
Limited by headcount
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Audit trail
With Synthex
Before
Reconstructed from email chains
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Fact sheet production time
Days per fund
Hours per fund
Quarterly reporting cycle
3-4 weeks
Under a week
Cross-document consistency
Manual reconciliation
Single validated data source
Approval coordination
Email chains
Governed workflow with audit trail
Error detection
Post-publication corrections
Pre-publication flagging
Scale
Limited by headcount
Dozens of funds, same team
Audit trail
Reconstructed from email chains
End-to-end record of data, drafts, and approvals
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