FundSource is a fully automated outsourced document production service, powered by Kurtosysâ Reporting Solution, offering asset managers unrivalled flexibility to meet production needs, a cost efficient alternative to in-house operations and through automated data management tools and workflow processing delivers superior print ready fund reports.
Stewart Brentnall, Chief Investment Officer at OnePath said âAs part of improving the quality and timeliness of OnePath's investment reporting to our clients, we set stringent requirements to meet clients' expectations and OnePath's tight brand transition timetable. During the onboarding service, Kurtosys provided us with best practice guidelines for assembling data and content in a structured way that enabled a simple configuration of the service to meet OnePath's production needs. I am pleased to say this was achieved on time and we are now looking to Kurtosys to provide other reporting services across the groupâ.
Mash Patel, CEO at Kurtosys said âGetting OnePath into production in just 7 weeks for 300 fund factsheets vindicates our recent investment to commoditise the building of reporting solutions. Pre-built libraries for data and content loaded through our data management toolkit, Kurtosys EDM, factsheet components, workflows and templates allowed the onboarding process to focus on the exceptions which significantly reduced the time, effort and cost for OnePath's move to Kurtosys".