Like many fund managers, Alquant spent a lot of time creating or updating marketing materials as well as building awareness of its offering.
Investors usually require branded content, specific analysis, and regular updates. Hence, fund managers spend a significant amount of their time creating or updating static slides, brochures, and PDF fact sheets. This is highly time consuming, inefficient, repetitive, and costly.
As an asset manager, Alquant has experienced these pain points firsthand. That's why Alquant decided to automate and streamline marketing content, performance analysis, and factsheet creation in order to support and improve the distribution and sales process.
Alquant's background in finance and technology gave us the unique advantage of truly understanding the challenges and needs of the investment management industry while providing customized digital solutions.
Our solution is a powerful marketing tool but not only. It also improves productivity by reducing the time spent creating interactive web interfaces, marketing documents, and content portal publications.
As an advanced digital approach, it increases profitability and client satisfaction, while automating core business processes and emphasizing client-facing activities.
Better Investor ExperienceDeliver better investor experience and timely updates by getting your own white-labeled & interactive platform.
Scale DistributionEase and scale awareness and distribution of products by creating your own investment community.
Save TimeSpend less time on repetitive, manual reporting and marketing tasks in order to focus on what matters most.
Cut CostsReduce operating costs by increasing the level of automation.
"As better digital client experience becomes increasingly important to attract new clients and maintain strong client relationships, we have launched a solution that allows asset managers, fund administrators, fund distributors and others to provide a digital and interactive investor experience in a convenient and cost-effective way. That solution is Finlens."
Carefully engineered charts to ease analysis and for best interactivity, both for powerful desktops with a mouse, and touch-optimized for tablets and phones.
Customize and add components from our flexible library of charts, statistics, analysis and marketing content. Missing components can also be created on demand.
Every new data point and information is automatically published to deliver higher granularity to clients in a timely manner.
Match your corporate identity by being able to incorporate your content, images, documents, colors, logo, domain (URL).
Control what is public, client-only, or admin-only and track usage of content. Add a data room for legal documents and control its access.
Replace newsletter and email campaigns with modern newsfeed and notification system to increase client engagement.
Automatically create PDF factsheets at any predefined frequency to avoid repetitive manual tasks.
Adapt factsheet template and content so that they match your style and the expectation of your clients.
Automatically translate factsheets in other languages and ensure that they comply with the relevant countries of distribution.
Notify clients as soon as a new factsheet is available or automatically distribute it to a list of subscribers.
Avoid manual data management and their potential errors thanks to our automated data updater and manager.
Address various requests on-the-go by being able to generate a PDF factsheet for any specific sub-periods.