Product attachments
Our PDF templates are designed with the capability to include various product attachments, offering you the flexibility to enhance your reports with relevant and required documents. This feature is customizable, allowing you to toggle these attachments on or off as needed. Here's how it works: Each financial instrument in your investment universe is linked to a specific product attachment. These attachments can be one of the following types:
- KIID (Key Investor Information Document) from Morningstar: Provides essential information about the investment product in a standardized format.
- PRIIPs (Packaged Retail and Insurance-based Investment Products) documents from Morningstar: Offers detailed information about the investment product, tailored for retail investors.
- Custom Product Attachments: You have the option to provide us with your own customized product attachments, which we can integrate into your templates.
By leveraging this functionality, you ensure that only the most relevant and appropriate product attachments are included in each report. This not only tailors the content to the specific interests and investments of the investor but also streamlines the information delivery, making it more efficient and effective. It's a powerful way to ensure that your investors receive all the necessary information about their investment products in a concise and targeted manner.
How do we provide you with the custom product attachments? We have APIs available for you to upload. This allows you to maintain and update the product attachments. Contact our delivery team to get more details about integration against this API.
