FundWorks’ On-Demand Document Server will provide the production and delivery of client reports and factsheets for Cape Town-based Southern Charter. The service will be deployed on a fully managed environment, enabling Southern Charter to outsource the production of Quarterly Reports and Fund Factsheets to FundWorks SA.
On-Demand Document Server, is a fully managed document production service for financial services organisations. The service is built on FundWorks’ client communications platform which combines a straight-through architecture with rendering capabilities suitable for marketing and client report production.
“Replacing an existing manual solution with FundWorks’ fully automated service, underlines our ability to meet the increasing demand for streamlined document production services,” says Bradley Mehl, director, FundWorks SA. “We are very happy to be associated with Southern Charter’s powerful brand and look forward to a long and mutually rewarding partnership.”
“Through the reporting system that FundWorks will implement at Southern Charter, we will be able to provide our clients with meaningful detail about the management of their investments and build on our client relationships,” says Mark Thompson, managing director, Southern Charter. “We are delighted to link up with FundWorks on this project and learn from their international expertise in this area.”
L.D.