"Fund-in-a-bot" - News from fund admin
funds update for your customers, anywhere, anytime
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
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.
No delay
The BOT is directly connected with FA accounting data through automated FTP task
Not only data
Is a communication channel, customers can receive notifications update, 1-to-1 messages or broadcasting
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
Download info & instructions
Try for free
Free
/ No time
- 5 funds
- Unlimited users
- FTP gateway
- Fund data section
- Documents section
- Messages 1-to-1, group or broadcast
Business
$5
fund/ month
- 6 to 100 funds
- Unlimited users
- FTP gateway
- Fund data section
- Documents section
- Messages 1-to-1, group or broadcast
Enterprise
Contact us
- Above 100 funds
- All included in Business
- Personalized functions