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Investment Report Automation
Automate all of your investment reports from a single system
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Digitise your investor communications and deepen client relationships
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ESG Communications
Showcase your sustainability credentials
Platform
DXM
Digital Experience Management for investment managers
Documents
Cloud-based report automation engine
Studio
Library of customisable investment data experiences
Data
Centralised hub for all your investment data
DXM Communities
Powerful toolset for creating gated investor portals
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Solutions
Solutions
View All
Investment Report Automation
Automate all of your investment reports from a single system
Investor Portals
Digitize your investor communications and deepen client relationships
Investment Websites
Build beautiful investor websites and digital experiences
ESG Communications
Showcase your sustainability credentials
Platform
DXM
Digital Experience Management for investment managers
Documents
Cloud-based report automation engine
Studio
Library of customizable investment data experiences
Data
Centralized hub for all your investment data
DXM Communities
Powerful toolset for creating gated investor portals
Support
Support terms of use
Support promise
EULA terms of use
Information security
ISOC
Help center
Insights
Blog
Podcasts
Events
White Papers & eBooks
Webinars
Our clients
Redwheel
abdrn
SALI Fund Services
Tavistock Wealth
Boston Partners
Portal use case
About us
About
Careers
Contact Us
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