Factsheet Automation demo
Monthly fund factsheets for every class, market and language, checked before compliance signs. 1:34
What the demo shows
Monthly fund factsheets for every class, market and language, checked before compliance signs.
The month opens as a contact sheet: every factsheet of a wave as a thumbnail of the real document, share class by market by language, each with its check badge, held ones first, and the agents' conversation beside it. Seven agents work around the team. The Intake agent collects signed month-end data from every system of record and blocks anything unsigned. The Production agent builds each factsheet from the range template. The Freshness agent checks every date and watches for restatements after sign-off. The Disclaimer agent applies each market's rules from the live registration list and drafts missing legends only from approved clauses. The Translation check agent compares every language with the English master for meaning. The Figure check agent ties every figure to its source and the KID and gives every fix a second look. The Release agent builds the sample, routes the release and distributes after the signature. Production accepts fixes (maker); marketing compliance approves and signs the release (checker).
Transcript
- Factsheet Automation builds and checks every fund factsheet for marketing and compliance teams.
- Only 12% of managers say their reporting meets client needs.
- At Quillfield Capital, 415 factsheets are due today, Business Day 3.
- The contact sheet shows every one with its check badges.
- Overnight, seven agents built them and ran 17,000 field checks.
- For 112 already, three Swiss ones are held, missing a disclosure.
- The disclaimer agent found a new Swiss registration and drafted the approved clause.
- Zoomed in, every field cites its source, German beside English.
- Reviewer Clara Moss compares it with the approved clause and approves.
- Agents recheck all three and she signs, production never releases its own work.
- Every figure cited Every decision signed Every step logged All 1226 go out on business day 3, not day 10 Built on
- Botminds Agents, data, screens And governance on one platform
Transcribed from the film’s narration. Captions are on the player.