Automate Multi-Format Factsheet Generation
for Financial Institutions
NeoXam Impress enables asset managers and financial institutions to generate branded, data-rich factsheets across multiple formats, including PDF, HTML, Excel, and more. Deliver high-quality reports instantly, powered by live data and automation.
Dynamic. Compliant Multi-format
Distribute investor-ready factsheets via PDF, portals, email, or CRM Populate real-time data into performance, allocation, and risk views Ensure compliance and consistency across all formats and channels
Why Automate Multi-Format Factsheets
Factsheets are brand front lines: every mismatch between PDF and website erodes trust. Manual updates, spreadsheet drift, and copy-paste errors create inconsistencies and slow time-to-publish, especially in multiple languages. Automation ensures consistency across formats, traceability for audits, and agility when layouts, narratives, or metrics change.
Speed
compress time from data cutoff to publication across all channels
Consistency
One governed source drives PDF, HTML widgets, and data feeds
Quality
Content-level DQC and rule-based validations reduce last-minute fixes
Compliance
Controlled narratives, disclosures, and calculation versions
Who are we addressing?
Marketing, distribution, and reporting leaders who need high-volume, multilingual factsheets with tight SLAs. If you struggle with inconsistent layouts, stale data, or manual rework across PDF and web, this page is for you.
Heads of Reporting & Operations seeking predictable, auditable cycles
Marketing & Distribution teams needing synchronized PDF + web content
Compliance teams requiring governed narratives and disclosures
Data & Technology owners responsible for integrations and governance
Branded Pitchbooks at Scale
- Standardized data ingestion (files/APIs) with lineage and readiness counters
- Template & component library for layouts, charts, tables, and disclosures
- Narrative management with versioning, languages, and jurisdictions
- Calculation servicesfor performance, risk, and costs
- Workflow & approvals with SLAs, notifications, and maker–checker controls
- Multi-format publishing to PDF, web widgets/HTML, and structured data feeds
Real-World Scenario
A Global asset manager uses Impress to produce over 250,000 client factsheets annually. With template reuse and automated workflows, they reduced operational effort by over 60% while increasing delivery speed across multilingual markets.
This is how Impress turns your factsheet production into a fully automated publishing process.
Feature Deep Dive
What You’ll Gain
Faster time-to-publish
Lower operational risk
Brand consistency
Reduced TCO
Audit readiness
Ready to Automate Your PDF Reporting?
NeoXam Impress is already trusted by leading financial institutions to automate the generation of PDF documents for millions of clients worldwide.
How do integrations and data ingestion work?
Impress supports secure file and API ingestion for market/pricing data, positions, analytics, and reference data. A governed pipeline separates raw inputs, calculated outputs, and final publications for full lineage. Start with SFTP/managed storage and upgrade to APIs/webhooks for near-real-time updates. Translation connectors and Office add-ins enable governed last-mile edits without breaking traceability.
What does security and governance look like?
Impress enforces role-based access control (RBAC) and least-privilege permissions across data, calculations, narratives, and layouts. Maker–checker approvals can be required at each stage. All actions are logged with timestamps and user IDs; immutable audit trails and exportable evidence packs accelerate internal/external audits.
Which operating models can we choose from?
Two: SaaS, where your team runs day-to-day production, and Managed Services / RaaS, where NeoXam operates production under your governance. Both models scale for month-end peaks, new language rollouts, and re-issue events, and you can switch models later without re-platforming.
Can we ensure PDF and website are always in sync?
Yes. PDF, web widgets, and distributor feeds are generated from the same governed source and scheduled in the same workflow, eliminating drift.
Do we have to automate everything at once?
No. Start with a flagship factsheet set, then expand across entities, languages, and distributors as processes stabilize.