Case Study: Ninepoint Partners automates fund fact sheets and performance slides with Pagination.com

Automating fund fact sheet production with Pagination

Ninepoint Partners, a prominent Canadian asset management firm, faced challenges in manually producing accurate and timely fund fact sheets and performance presentations for its investors. This process was time-consuming, prone to errors, and difficult to scale as the company grew. To address this, they turned to Pagination for an automated solution using its fund fact sheet software.

Pagination implemented a customized automation solution that integrated with Ninepoint's data sources to dynamically generate documents. This included optimizing layouts, automating graphs, and seamlessly blending static and dynamic content. The result was a dramatic increase in efficiency, reducing a process that took weeks down to just hours, while ensuring accuracy and scalability. Pagination's solution freed the Ninepoint team to focus on strategic initiatives and enhanced their client communications.

Ninepoint Partners

Timothy Somerville

Vice President of Digital Marketing