The Enterprise Publishing Platform for Investment Managers
APS automatically generates presentations, factsheets, governance reports, pension guides and client communications directly from portfolio, accounting and performance data.
Automating Investment Communications
APS transforms portfolio, accounting and performance data into client-ready communications automatically.
Generate presentations, factsheets, governance reports, pension guides and client reporting from a single platform.
Used by leading financial institutions including Lazard Asset Management, Standard Life, Aegon and Friends Provident.
Turn investment
How APS Works
1. Connect
Link your accounting systems, internal databases and external data sources
2. Design
Set your brand templates and rules once
3. Customise
Set your strategies and designate each client to a strategy
4. Generate
Produce any document with one click
5. Review & Publish
Final approval and then publish as PDFs and PowerPoint slides
6. Link to your sales enablement platform
Output to software such as Seismic, Highspot, Showpad etc.
