Ready Technologies UK’s Post

🚀 Current Challenges in Fund Reporting: A Call for Innovation! In the ever-evolving investment landscape, fund managers face significant challenges in delivering high-quality, efficient fund reports. According to a recent survey, over 40% of institutional investors stated they would divest from their investment managers purely based on poor quality reporting. 📉 This statistic underscores the critical need for innovation in fund reporting. The creation of fund fact sheets, in particular, is often riddled with inefficiencies: 📊 Time-Consuming Processes: Traditional methods require extensive manual input, leading to delays and increased operational costs. Whilst existing solutions are fraught with issues, particularly when it comes to onboarding clients, and providing customization tools to make reports stand out. 🔍 Lack of Customisation: Many third party reporting tools lack the flexibility needed to tailor reports to specific client needs, resulting in generic and less impactful communication. 💡 Data Accuracy and Consistency: Ensuring the accuracy and consistency of data across reports is a significant challenge, often leading to errors and compliance risks. At Ready Technologies UK, we believe in addressing these pain points head-on. Our upcoming product, Ready Pro Forma, is designed to revolutionise fund reporting by offering true customisation out of the box. With our intuitive admin customisation page, fund managers can create print-ready fund factsheets and ESG reports that can be fully branded and tailored to their unique requirements in a few clicks using our self-service customisation tools. Get on our waiting list today at www.readyproforma.com for early bird access! #FundReporting #InvestmentManagement #FinTech #AssetManagement #Innovation #FinancialServices #Customisation #DataVisualisation #ESG #ReadyProForma #Startup #FundFactsheets #FactsheetProduction #InvestmentInsights #AssetManagement #ESGIntegration

🚀 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

📊 The Future of Fund Reporting: Embracing Automation and Efficiency: The landscape of fund reporting is rapidly evolving. As regulatory demands increase and investors seek greater transparency, asset managers must adapt to stay ahead. At Ready Technologies, we're transforming fund reporting with cutting-edge automation and customization tools designed to meet these growing needs. 🌟 Benefits of Automated Fund Reporting: Accuracy and Consistency: Eliminate human error and ensure precise data across all reports. Time Savings: Automate repetitive tasks, allowing your team to focus on strategic activities. Customizable Outputs: Tailor reports to meet the specific needs of your stakeholders, enhancing clarity and engagement. Discover how our solutions can streamline your reporting processes and elevate your fund management capabilities. Join the waitlist for exclusive early access at www.readyproforma.com. 🚀 Embrace the future of fund reporting with Ready Technologies! #FundReporting #InvestmentManagement #FinTech #Customisation #FinancialServices #DataAgnostic #ReadyProForma #Innovation #AssetManagement #AssetManagers #InvestmentManagers #WealthManagers #Communication #SaaS #Digital #Reporting #Factsheet #ESG #Sustainability #Startup #Raas #Finance #Innovation

As a product person, I love experiences that just make sense. The new Carta partners dashboard in our Fund Admin product fits that bill. For fund managers, the relationship is the atomic unit of raising capital. However, our partners dashboard perviously displayed metrics by legal entity. Now grouping allows funds managers to view everything my relationship. They also add tags at the group level and the entity level. You can customize this view through filters, sorting, and editable columns. The dashboard will dynamically recalculate metrics for groups, tags, filters and so on. It just makes sense. 🙌

Why do the same investors who fund innovation and efficiency run their own operations the old fashioned way? I have been amazed by the amount of spreadsheets, file share links, and manual processes that continue to exist in fund administration. Time to enter the age of scale through software and automation. Excited to partner with Ross Mechanic, Ashwin Raghu, and the Maybern team on the journey. Read more in Forbes: https://lnkd.in/g39v_nz2

🚀 Addressing the Lack of Transparency in Fund Reporting Solutions: Transparency is a critical component in fund reporting, yet many existing solutions fall short. Companies often claim to offer customisation tools that, when scrutinised, are highly embellished. In reality, these tools frequently involve manual adjustments to colours and layouts, resulting in turnaround times of several weeks. ⏳ Many firms assert their systems can handle any data format. However, the truth is that these systems often require highly specific data formatting, or human intervention and manual processing, which contribute to damaging trust and adding latency to client onboarding and report generation. At Ready Technologies UK, we believe in genuine transparency and automation. Our upcoming product, Ready Pro Forma, is designed to provide true customisation out of the box, allowing fund managers to create tailored reports without the hidden manual processes and delays. Join us in setting a new standard for fund reporting. Stay tuned for the launch of Ready Pro Forma and experience the difference of a truly transparent and efficient solution. ⭐️ Join the waiting list for exclusive advanced access ⭐️ https://lnkd.in/d6ahSw-N #FundReporting #InvestmentManagement #FinTech #Customisation #FinancialServices #DataAgnostic #ReadyProForma #Innovation #AssetManagement #AssetManagers #InvestmentManagers #WealthManagers #Communication #SaaS #Digital #Reporting #Factsheet #ESG #Sustainability

📈 Solving The Issues of Multiple Data Sources & Third Party Vendors 🔗 Fragmented systems and inefficient data management are common hurdles for asset managers. The struggle to integrate various tools and platforms often leads to errors and high costs. Ready Technologies is here to streamline your processes with our upcoming product, Ready Pro Forma. Automate your fund reporting and customize your factsheets with ease. ✅ Improved Operational Efficiency ✅ Reduced Costs and Time Savings ✅ Flexible Data Ingestion - we handle the data amalgamation ⭐️ Learn more and join our waiting list for exclusive advanced access! at www.readyproforma.com #DataManagement #Automation #FundReporting #InvestmentManagement #FinTech #AssetManagement #Innovation #FinancialServices #Customisation #DataVisualisation #ESG #ReadyProForma #Startup #FundFactsheets #FactsheetProduction #InvestmentInsights #AssetManagement #ESGIntegration #Fund #Startup #FundManager #FundManagment

🗓️ Yesterday marked the end of the 45-day deadline period for Q1 2024 investor reporting, one of many key dates in the funds' calendar. In this time period, bunch calculated, prepared, and distributed hundreds of investor reports. 📈 Investor reporting is one of the most important pieces of fund administration as fund managers are legally obliged to let their LPs know how their investment is performing - and, of course, LPs are very interested in these reports. 🦾 To tackle the complexities within investor reporting, bunch has developed a solution to make the reporting process as seamless, and painless, as possible by introducing data-driven automations. Read our blog post linked in the comments to learn more about investor reporting and how you can level-up your processes by upgrading to bunch!

🚀 Timeliness in Fund Factsheet Production: A Key Challenge for Fund Managers 🚀 Producing fund factsheets quickly and accurately is essential in today’s fast-paced investment environment. Regulatory requirements, investor expectations, and data complexity make this a challenging task for fund managers. Key Challenges: 📑 Regulatory Pressure: Compliance with regulations like UCITS in the EU requires timely updates. 💡Investor Demand: > 70% of institutional investors consider timeliness crucial, with an increasing expectation for near real-time information. 👩🏻💻 Data Complexity: Gathering and verifying data from multiple sources can be time-consuming. 📈Market Volatility: Rapid changes require frequent updates, adding to the challenge. At Ready Technologies, we empower fund managers to overcome these challenges with our self-service fund reporting tools, ensuring speed, accuracy, and compliance. 🔗 Join the Waitlist for Exclusive Access - www.readyproforma.com #FundReporting #InvestmentManagement #FinTech #Customisation #FinancialServices #DataAgnostic #ReadyProForma #Innovation #AssetManagement #AssetManagers #InvestmentManagers #WealthManagers #Communication #SaaS #Digital #Reporting #Factsheet #ESG #Sustainability #SelfService

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