Description

Fund Report Orchestrator helps team centralize, streamline, and automate planning, authoring, and approval workflows to accelerate content production for product, market and asset class commentaries, quarterly investment reports (QIRs) and fact sheets.

How this app works

Use Fund Report Orchestrator to:

Create a single source of truth: easily create, preview, and approve commentary, disclosure, or bio text in final form prior to submission.
Review and update content faster: start with pre-populated text with the latest performance data for quicker editing. Drive work and collaboration with notifications to emails, Slack, and Teams.
Ensure on-time delivery and track work: store text in Seismic to effectively manage and distribute content assignments to an author's inbox. View pending approvals and status to ensure on-time deliver.
Measure & optimize impact: measure performance and efficiency against business outcomes. Create a template for each project based on past performance aand eaasily update learnings to keep the process effective and strategic.

Fund Report Orchestrator

Orchestrate content production of commentary, disclosures, and BIOs.

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General Information

Slide 1 of 4

Description

How this app works

Use Fund Report Orchestrator to:

Create a single source of truth: easily create, preview, and approve commentary, disclosure, or bio text in final form prior to submission.
Review and update content faster: start with pre-populated text with the latest performance data for quicker editing. Drive work and collaboration with notifications to emails, Slack, and Teams.
Ensure on-time delivery and track work: store text in Seismic to effectively manage and distribute content assignments to an author's inbox. View pending approvals and status to ensure on-time deliver.
Measure & optimize impact: measure performance and efficiency against business outcomes. Create a template for each project based on past performance aand eaasily update learnings to keep the process effective and strategic.