Ready Technologies UK

🌍 Simplifying SFDR Compliance for Asset Managers 📊 At Ready Technologies, we understand the challenges asset managers face in meeting SFDR compliance requirements. Beyond the visible costs, like data providers and reporting tools, there are hidden burdens, including resource inefficiencies, constant updates, and fragmented workflows caused by evolving regulations. The full cost of compliance often includes: 🔄 Continuous Updates: Each regulatory change requires updates across reports, calculations, and frameworks. 🕒 Resource Drain: Skilled professionals are tied up with manual tasks, reducing time for strategic growth. 🧩 Inefficient Systems: Fragmented workflows lead to duplication of effort and reduced productivity. 🚪 Missed Opportunities: Time spent managing compliance manually is time not spent on innovation or client service. At Ready Technologies, we believe compliance shouldn’t hold you back. Our premier product, Ready Pro Forma, empowers asset managers to: ✅ Automate fund reporting, including fact sheets tailored by audience, asset type, and country of sale. 📈 Produce ESG reports with dynamic charts and figures, ready to meet evolving regulatory demands. 🔄 Adapt seamlessly to regulatory changes, eliminating the need for costly rework or redundant processes. With Ready Pro Forma, you can reduce the burdens of compliance and focus on what matters most, delivering value to your clients and driving strategic growth. Let’s transform the way you approach fund reporting. Join Our Waiting List for Exclusive Advanced Access! 🌟 https://lnkd.in/enMters6 #ReadyProForma #SFDR #FundReporting #ESG #AssetManagement #Automation #Sustainability

🌏 Greetings from Tokyo! 🇯🇵 At Ready Technologies, our aim is to support asset managers worldwide with innovative fund reporting and fact sheet solutions that adapt to regional requirements. This week, we’re in Tokyo, meeting industry professionals to better understand Japan’s unique approach to ESG disclosures and fund reporting. With the introduction of mandatory sustainability disclosures aligned with the TCFD framework, Japan is setting a global example in corporate transparency. Unlike Europe, where standardized formats like UCITS KIID and PRIIPs dominate, Japan focuses heavily on governance, strategy, and climate risk within fund reporting. These evolving requirements highlight the need for flexible tools that can bridge regulatory differences across regions. The Financial Services Agency (FSA) introduced proposed guidelines for ESG Public Funds to ensure transparency and accountability. These guidelines, designed to combat misleading labels and promote responsible investments, emphasize clear disclosures around ESG strategies, targets, and benchmarks. At Ready Technologies, our goal is to provide solutions that simplify these complexities with our premier product: Ready Pro Forma. Whether it’s integrating ESG metrics into fact sheets or ensuring compliance with Japan’s evolving standards, we’re here to help asset managers stay ahead. If you’re navigating the challenges of ESG or fund reporting in Japan, or globally, we’d love to connect! 🌍 For more details, visit our website or reach out to us directly. https://lnkd.in/d6ahSw-N #ReadyProForma #FundReporting #ESG #AssetManagement #Japan #TCFD #FundFactsheets

🚀🚀 INCOMING JANUARY 2025: 🚀🚀 We’ve had some fantastic conversations with industry leaders over the past several months, gaining valuable insights and refining our strategy. Big news is on the horizon as we kick off another year of action. Stay tuned for what’s to come! 2025 is set to be a defining chapter!! #Innovation #FundReporting #AssetManagement #Fintech #YearOfAction #ESG #AI #FundManagers

🚀 Ready Pro Forma - Coming Soon! 🚀 Your All-in-One, Self-Service Automated Fund Reporting Tool Reporting made effortless! 💼 We’re redefining fund management with a platform that not only streamlines reporting but also keeps it on brand. Here's a glimpse into what our tool can do: 🔍 Accuracy & Alerting: Say goodbye to reporting errors! Our system uses powerful algorithms to validate every data upload. If any issues pop up, we’ll alert the relevant team members to get things on track. 📈 Rapid Onboarding: Get started faster than ever with our straightforward guides that make onboarding a breeze. You’ll be up and running in no time, ready to take control of your reporting. 🎨 Effortless Customisation: Make it yours! Adjust your Fund HUB to align with your brand’s look and feel. Reports can be tailored to suit specific audiences, sales regions, and asset types. ✅ Approval & Distribution: Review, approve, and distribute reports on your own terms—whether on a schedule or ad hoc. Flag any issues and make quick adjustments to ensure everything is accurate and compliant. 🏢 Meet Fund HUB: A digital space designed to market your funds with a slick, user-friendly interface. Customise the layout, colours, fonts, and more, creating a consistent experience across all platforms. Want exclusive early access? 💫 Join our waitlist today to be the first to experience effortless, customisable, and compliant fund reporting: 👉 www.readyproforma.com #Innovation #Fintech #FundReporting #AssetManagement #Automation #ESG #AI

It was fantastic to attend the #alfilondon24 conference yesterday and engage with some insightful discussions! A key highlight was hearing from regulators like Mhairi Jackson from the FCA and Marco Zwick from the CSSF. They emphasized the evolving regulatory landscape and how it impacts the financial environment. For asset managers, keeping up with these changes is crucial, and that's where Ready Pro Forma steps in, offering a solution to ensure smooth fund reporting that meets regulatory demands. Join the waiting list now for exclusive advanced access - www.readyproforma.com Coming Soon! #InvestmentManagement #Fintech #AssetManagement #Innovation #ReadyProForma #TechTransformation #FinancialRegulation

🚀 The Future of AI in Investment Management: A Paradigm Shift 🤖 The recent report from The Investment Association, Artificial Intelligence: Current and Future Usage Within Investment Management, outlines how AI is transforming the investment management landscape. From algorithmic trading to risk management, AI offers enormous opportunities for the industry to boost efficiency, innovation, and growth. Key recommendations from the report include: Regulatory Clarity: Enabling AI developers and users to invest with confidence. UK Fintech Ecosystem: Leveraging international connections for innovation. AI-enabled Fraud Prevention: Combating cybercrime and building public trust in AI. Managing Systemic Risk: Ensuring best practices in AI adoption while embracing innovation. AI is not just about improving processes, but reshaping the entire industry. The rise of generative AI and tokenisation has the potential to revolutionise asset management in the next decade. As we look ahead, investment firms need to embrace this technology to stay competitive, while ensuring compliance and responsible AI usage. 💼 Ready Pro Forma is here to streamline your reporting processes as AI revolutionizes the investment landscape. Stay ahead of the curve with our customisable, automated reporting tool! www.readyproforma.com #AI #InvestmentManagement #Fintech #AssetManagement #Innovation #ReadyProForma #TechTransformation

🚀 Time to Streamline Your Fund Reporting with Ready Pro Forma! 💼 Asset Managers are under constant pressure to maximise efficiency while keeping costs down in a rapidly evolving financial landscape. Rising distribution costs are a significant challenge, and finding cost-effective solutions is essential. With Ready Pro Forma, you can: ✅ Automate your fund factsheet creation - no more manual coordination. ✅ Customise and tailor reports for varying audience types (retail, institutional, professional) and countries of sale. ✅ Set your own schedules for automatic dissemination. ✅ Save on costs while meeting strict deadlines and compliance requirements. Our flexible, self-service tool is designed to streamline your workflow, leaving you with more time to focus on growth and client satisfaction. 💡 Don’t let manual processes eat into your 2025 budget. Learn more about how Ready Pro Forma can help you take control and optimise your fund reporting operations! Join our waiting list for exclusive advanced access! www.readyproforma.com #Budgeting #FundReporting #AssetManagement #FinTech #CostEfficiency #Automation #InvestmentManagement #ReadyProForma #DigitalTransformation #SaaS #FinancialServices #Customisation #Efficiency

🚀 Is Your Fund Reporting Stuck in Manual Mode? Let Ready Pro Forma Help! 💼 The UK asset management industry is facing increased cost pressures, with 39% of executives citing efficiency challenges and manual processes as a key concern (FE fundinfo). 🏦 Add to that the burden of producing 5,000-10,000 factsheets per month, and it's no wonder asset managers are struggling to keep up. Ready Pro Forma is here to simplify this for you! ✅ Automate the factsheet creation process: No more labor-intensive manual coordination. ✅ Ensure data accuracy with built-in validation tools. ✅ Reduce costs by streamlining vendor management and eliminating manual reconciliation. ✅ Scale with ease: Whether you manage 1,000 or 10,000 share classes, we’ve got you covered! The future of fund reporting is simple, efficient, and cost-effective with Ready Pro Forma. 💻 ✨ Join the waitlist for exclusive advanced access and transform your reporting process: www.readyproforma.com Coming soon! #FundReporting #AssetManagement #Efficiency #CostReduction #FinTech #InvestmentManagement #ReadyProForma #Automation #DataAgnostic #Innovation #SaaS #DigitalTransformation

🚀 Transform Your Fund Reporting with Ready Pro Forma! 🚀 In a world where institutional investors demand personalization and real-time data, many asset managers are enhancing their digital client portals to offer seamless, customized experiences. 💡 But managing factsheets and portfolio data with ever-changing regulations doesn’t have to be complicated. At Ready Pro Forma, we provide self-service fund reporting that enables asset managers to easily update their factsheets and comply with regulations, all while enhancing the user experience. Streamline your reporting in one place and ensure compliance with evolving standards without hassle. 🌟 Get ready to revolutionize your reporting process. Join our waitlist today for exclusive advanced access! 👉 www.readyproforma.com #FundReporting #InvestmentManagement #ClientExperience #FinTech #ReadyProForma #OperationalEfficiency #AssetManagement #SaaS

🚀 The Impact of FCA's Consumer Duty Regulations on Factsheets! 📈 The recent introduction of the Consumer Duty regulations by the Financial Conduct Authority has caused many asset managers to revamp their fund factsheets to align with new standards of clarity, transparency, and investor understanding. In response to the regulations, firms are now simplifying their factsheets by adding clearer headings, charts, and more relevant content such as "why consider this fund" panels to help investors make faster, more informed decisions. Furthermore, some firms are moving away from including complex data such as ongoing charges directly in the factsheets, opting instead to direct investors to their websites for a more comprehensive breakdown of costs and charges. These updates aim to enhance investor confidence and ensure that key financial information is communicated in a clear, concise, and transparent manner. 💡 At Ready Pro Forma, we understand the need for flexibility and adaptability in your reporting processes. Our self-service fund reporting tool allows asset managers to easily update and customize their reports to meet evolving regulatory standards like these, ensuring compliance without sacrificing clarity or usability. We’re here to help you streamline your factsheet production with up-to-date, compliant templates that can be effortlessly tailored to your specific needs. We also offer a customisable digital fund HUB, to provide an unparalleled experience to your investors. ✨ Ready Pro Forma is coming soon! Be among the first to experience our innovative solution. 🌐 Join the waitlist now at www.readyproforma.com for Exclusive Advanced Access! #FundReporting #InvestmentManagement #FinTech #Customisation #FinancialServices #ReadyProForma #AssetManagement #Compliance #ConsumerDuty #FundFactSheet #FundManager #RaaS #SaaS #Startup