![](http://bitlean.com/wp-content/uploads/2020/06/Head-FIAB-1024x418.png)
"Fund-in-a-bot" - News from fund admin
funds update for your customers, anywhere, anytime
![](http://bitlean.com/wp-content/uploads/2020/06/FIAB-148x300.png)
FUND-IN-A-BOT is simple to manage, direct and cheap. Fund Admin just have to set a skeduled task to send data in reserved FTP folder. That’s it!
But more then this! With FUND-IN-A-BOT, Fund Admin can:
- Publish last Funds valorization update
- Publish Funds related documents in segregated folders
- Allows Fund promoter to access to his own data
- Allows users to receive update notification
- Send dedicated messages to a single user or group of users
- Send broadcast messages
![](http://bitlean.com/wp-content/uploads/2020/06/Apps-240x300.png)
No app
This is not an app! Your customers don't need to download or to install nothing, they can access directly to Funds data.
![](http://bitlean.com/wp-content/uploads/2020/06/Time.jpg)
No delay
The BOT is directly connected with FA accounting data through automated FTP task
![](http://bitlean.com/wp-content/uploads/2020/06/Post-it-240x300.jpg)
Not only data
Is a communication channel, customers can receive notifications update, 1-to-1 messages or broadcasting
![](http://bitlean.com/wp-content/uploads/2020/06/Report-cell.jpg)
What the Fund Admin can publish to Fund-in-a-Bot:
NAV Data
- Accounting phase
- Daily NAV
- Return daily and YTD
- Daily subs/reds
Documents
- Risk Management report
- BOD Meeting
- Annual or semi-annual report
- Any other related document
And news feed to choise in Setup section:
- CNN World
- CNN Europe
- CNN Americas
- FED – Press release
- SEC – Press release
- BCE – Press release
- Il Sole24Ore – Finanza
How to setup
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Signup to the service
Try for free or choose your plan
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Setup
Send us the list of the users associated to the Fund Family and receive the FTP credentials
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Publish
Send us via FTP a daily CSV with Funds update and official documents
Download info & instructions
Try for free
- 5 funds
- Unlimited users
- FTP gateway
- Fund data section
- Documents section
- Messages 1-to-1, group or broadcast
Business
- 6 to 100 funds
- Unlimited users
- FTP gateway
- Fund data section
- Documents section
- Messages 1-to-1, group or broadcast