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Fast, compliant, efficient

Profile Producer | Data analysis and tools | Financial intelligence

Say goodbye to the bottlenecks and inefficiencies that come with gathering and reviewing fact sheet data manually. Profile Producer produces fact sheets using a streamlined, controlled process that everyone involved can access, track and monitor.

How Profile Producer works
We first consult with you to understand your production process and the output you want, then offer a tailored solution based on your firm’s roles and responsibilities.

Stakeholders enter and upload data through a web-based portal. We have a library of templates, including graphs and charts that can be customized to meet your requirements.

You can also configure what items need to be completed before moving on to the next step.

How Profile Producer can help
Most of our clients see a 70%-80% improvement in the time it takes to generate custom fact sheets compared to their old way of producing them.

This means people involved in producing these custom fact sheets can focus on speed to market and monitoring the process. And if you’re client facing, you can spend more time focusing on your clients’ needs.

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