LiveDoc

Unleash a digital transformation to your fund reporting with the only complete data management and fund reporting application. LiveDoc automates, manages, and distributes content from a single source.

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Regulatory Reporting

Trust your data and achieve efficiencies with Data Front regulatory reporting

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On-demand data editing for quick adaption to regulatory changes

Built in rules engine for automating regulatory requirements

Full audit trail of data changes and revision history of approved and unapproved data

Master Data Management

Take control of your data and manage changes through Data Front's simplified user interface

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Single source of truth for your data

Designed for achieving data governance

Differentiating between approved and un-approved data

Global translations in multiple languages across the entire database

Full revision history for managing and tracking data across time

Performance and portfolio reporting module

Web
Reporting

Develop feature-rich reports with Data Front's web reporting tools

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Pull data directly from the master data management platform

Input expected changes— fund launches, fund names changes, manager changes— ahead of time

Automated nightly update of NAVs through built in Price & Performance page

Detailed reports on customized web and PDF fund profiles

Publish your data to a centralized API and connected to your website, reporting-applications, third-party applications / vendors, data aggregators, etc.

Choose from a design library or customize your reports

Portfolio and Performance Processing

Enhance your reporting with Data Front's portfolio and performance analytics

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Real time performance calculations with the reporting module

Benchmark data for risk and return analytics

In-depth portfolio analysis on fund holdings including fund of fund look through

GICs sector, credit ratings, risk metrics, fixed income breakdown and analytics, market cap breakdown and more

Sales
Enablement

Equip your sales team with proven reporting tools that tell clear concise stories

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Customized reporting for delivering a targeted message

Turn Customized portfolios into beautiful reports in real time

Enhance the sales process with meaningful fund analytics