Automate Pitchbook Creation with NeoXam Impress
Build, update, and publish investment pitchbooks in minutes, not days. Our reporting tool automates the end-to-end pitchbook process for asset managers, insurers, and banks by unifying data ingestion, performance calculations, brand-governed templates, narratives, and workflow approvals. Replace copy-paste decks and manual chart updates with a governed, repeatable process that scales across products, teams, and regions.
Branded. Dynamic, Compliant
- One platform for Client, Digital & Regulatory reporting, including pitchbooks
- Centralized templates and reusable components with brand control
- Data lineage, content-level Data Quality Controls (DQC), and full audit trail
- SaaS delivery with optional Managed Services /Reporting as a Service (RaaS)
Automate Pitchbook Creation for Financial Institutions
Pitchbooks sit at the intersection of brand, performance, and compliance. Spreadsheets drift, charts go stale, and last-minute edits create inconsistencies across markets and languages. As product ranges expand, the cost of manual production grows exponentially.
Speed
Shorten the cycle from data cutoff to final deck.
Accuracy
Rule-based data checks and governed narratives reduce errors
Consistency
shared templates keep brand and disclosures aligned
Scale
Replicate across strategies, share classes, and jurisdictions
Who are we addressing to?
Sales enablement and investment teams who need accurate, on-brand pitchbooks on tight deadlines; marketing leaders who want consistency across regions and languages; and operations teams seeking traceable, low-risk production.
Heads of Distribution, Marketing, and Sales Enablement
Product Specialists, Portfolio Managers, and Client Directors
Reporting & Operations leaders accountable for SLAs and compliance
Branded Pitchbooks at Scale
- Standardized data ingestion (files/APIs) with lineage and readiness counters
- Template & component library for slides, charts, tables, disclosures
- Narrative management with versioning, languages, and jurisdictions
- Calculation services for performance, risk, and attribution metrics
- Workflow & approvals with SLAs, notifications, and maker–checker controls
- Multi-format publishing to PowerPoint, PDF, and digital experiences
Advanced Pitchbook Features for Performance, Risk & Attribution
Smart Pitchbook Templates
Create master decks and modular components (fund overview, performance, risk, holdings, process, team, fees, and disclosures). Lock brand elements while allowing product-specific content to vary.
Live Data & Calculations
Connect positions, prices, and analytics; run performance, risk, and attribution once; and reuse results across slides and report families. Version calculations for reproducibility and re-issue.
Narratives, Languages & Jurisdictions
Maintain canonical texts and disclosures by product and country. Track effective dates, capture change reasons, and propagate updates consistently across pitchbooks and factsheets.
Charting & Tables
Automate charts (rolling returns, drawdowns, risk/return) and tables (top holdings, sector/region exposures). DQC catches missing data, label mismatches, and page overflows before export.
Workflow, SLA & Approvals
Define calendars, dependencies, and notifications from data cutoff to publication. Enforce maker–checker at data, calculations, narrative, and layout stages, capturing timestamps and user IDs.
One-Click Publishing
Export finalized pitchbooks to PowerPoint and PDF, or feed digital widgets and portals from the same governed source, keeping your website and sales decks in sync.
Learn more on how to Automate Pitchbook Creation
How Impress Connects, Secures, and Runs Your Pitchbook Production
Can we integrate Impress with our existing systems?
Yes. Impress supports file and API ingestion for market/pricing data, positions, analytics, and reference data. Integrations preserve lineage by separating raw inputs, calculated outputs, and final publications. You can start with secure file drops (SFTP/managed storage) and evolve to APIs/webhooks for near-real-time updates. Translation connectors and Office add-ins enable governed last-mile edits without breaking traceability.
What does the typical integration pattern look like?
A lightweight staging area ingests files/APIs → validation & DQC checks → calculation services (performance, risk, attribution) → templating & narrative merge → export to PPT/PDF and optional digital widgets. Metadata and counters expose readiness so teams know when a deck can be generated.
How is security handled?
Impress applies role-based access control (RBAC) and least-privilege permissions across data, calculations, narratives, and layouts. All actions are logged with timestamps and user IDs. Maker–checker approvals can be enforced at each stage, with immutable audit trails. Optional four-eyes controls, environment segregation, and exportable audit packs help satisfy internal audit and regulators quickly.
Can we restrict edits while allowing field teams to assemble decks?
Yes. Lock brand elements and disclosures while exposing governed components for assembly. Users can create tailored decks from pre-approved sections, without altering protected content.
What operating models are available?
Two: SaaS, where your team runs day-to-day production, and Managed Services / RaaS, where NeoXam operates production under your governance. Both models are elastic for quarter-end peaks, campaigns, and large re-issue events. You can switch models later without re-platforming.
Do we have to automate every slide from day one?
No. Start with high-value sections (performance, risk, exposures, disclosures), then expand to process/team/ESG and other modules as processes stabilize.
How do we ensure brand consistency across regions and languages?
Use master templates with component lock-down, narrative libraries with language variants, and DQC for label/overflow checks. Changes propagate globally while preserving local compliance text.
Ready to See It in Action?
Join the growing number of financial institutions using NeoXam Impress to modernize their reporting processes.