Client

UK Based Asset Management Company with USA Parent Company.

Requirement

Monthly Cycle:
Automate 400 individual factsheets in numerous languages.
Create 12 factbooks for European countries.
Automate 80 PowerPoint presentations.

Languages

English, French, German, Italian and Spanish.

Solution

Our client worked closely with us in order to produce XML to our specification for their data feeds. This enabled our rendering solution to interpret the required data content and style requirements and to then produce the necessary outputs. One XML file is fed per fund/language and separate control files are sent for the construction of the factbooks and separately for the PowerPoint presentations. All data is delivered by FTP and automated emails are sent on receipt of the files and on completion of the rendered factsheets and factbooks.

The finished publications are in PDF format, both for internet and press usage. The files are viewed on our FileTracker website and downloaded as required. All corrections are made by rectifying the XML feed files and repeating the process. Old PDFs are superseded by the new ones and in turn, the old ones are archived for comparison and future reference purposes. Each factsheet is produced in less than a second and books are constructed in minutes.