Case Study: a leading global asset manager automates compliant marketing materials with Apiax and FE fundinfo

Global asset manager automates the creation of disclosure and marketing materials with Apiax and FE fundinfo

A leading global asset manager distributing over 350 investment funds across more than 30 countries needed to automate its slow, manual, and error-prone process for creating regulatory-compliant marketing materials. Their challenge was to ensure disclosures and disclaimers met the complex, varying standards of each target country. To address this, they adopted a digital regulatory solution from Apiax.

Apiax, integrated with financial instrument data from FE fundinfo, provided a solution that automates the generation of compliant disclaimers, footnotes, and layout guidance. This integration sped up the creation process, improved efficiency, reduced internal costs, and ensured a faster time-to-market for their materials. The Apiax solution now automates compliance for over 100,000 securities.