Automate Factsheets, MDDs, KIDs | Advicement Services

Your branding and style

Differentiate yourself from competition by promoting your brand and product lines through our tailored document design, which is customized to your branding and in-house styles.

Bespoke Calculations

By leveraging the power of technology, your documents contain professional and aesthetically designed charts, tables and calculations, while following regulatory frameworks, data protection legislation and standard industry practice.

Seamless Turnaround

Once the document templates are set up, the turnaround time for the document generation is seamless, allowing for frequent and regular production.

Reduce Costs

By outsourcing your financial document production, you will be leveraging technology and will reap the rewards inherent with automation: significant money saved!

Create your financial documents
with our online platform.

Improve your marketing drive through prompt and regular production of documents.

Convenience and

We do the work

By agreeing on the data format, we implement the document design and code all the necessary calculations. Our documents are all generated algorithmically, which leaves no room for errors.

Quick, Accurate and Easy

You get your documents at the click of a button

Taking advantage of our technology, you get your documents produced in real-time by simply loading the necessary data online.

Use the right technology
for your document production.

Our technology is ideal for financial documents which are data driven and have a set layout.

Advantage #1

Your design and branding

We do not re-use templates. Each document is unique and follows the client's style and branding. This allows our clients to differentiate themselves and stand out from their competition.

Advantage #2

Informative charts and tables

Creating engaging documents is our priority and forte. In a competitive financial space, the marketing and successful differentiation of investment products is increasingly difficult. Stand out from your competition and entice investors.

Advantage #3

Bespoke data analysis

Our technology allows us to include bespoke calculations, which gives flexibility to create unique reports and statements.

Advantage #4

System integration

We have capability to integrate with internal and external data sources, while automatically delivering documents to your server.

About us

Advicement was started by Igor Rodionov in 2015 with a mission to provide technology solutions to a financial services industry.

Igor Rodionov

Igor Rodionov is the managing director of Advicement Investment Services.

Before Advicement, Igor worked as a quantitative analyst providing research to the asset management industry in South Africa. During his time at a bank, Igor was a rated analyst in the quantitative analysis and risk measurement categories, according to the Financial Mail’s Ranking the Analysts survey in 2015.

Igor holds BSc (Actuarial Science and Statistics), BSc Hons (Advanced Mathematics of Finance) and MSc (Computational and Applied Mathematics) degrees from the University of Witwatersrand. He continues to maintain a close relationship with the institution, and lectures various courses in the school of Computer Science and Applied Mathematics

Use the right technology
for your document production.

Our technology is ideal for documents which are data driven and have a set template.

Factsheets and Minimum Disclosure Documents

 

Key Information Documents

dashboard

Regular Marketing Documents

 

Custom Financial Reports

Our typical workflow

Get in touch today and we will take you through our workflow.

Initial Contact

Get in touch with us today and we will set up a conference call for an introduction. Typically, we do a proof of concept for our clients, so be ready to send us data and a template (if one is available).

Today
0 days

Decision

Typically a proof of concept takes about 5 business days. At this stage, you will need to make a decision. We will then provide a service level agreement with the discussed terms and deliverables.

1 Week
+- 5 business days

Implementation

During this phase we will implement all your documents using our technology and will give you access to our online platform.

3 Weeks
+- 15 business days

Pricing

The prices below give you an indication and may change depending on requirements.

  • Basic
  • This plan is ideal for businesses with a few document requirements, typically between 1-10 documents.
  • $125 / document
  • Custom Design and Branding
  • Bespoke Calculations
  • Access to Online Platform
  • Email Support
  • Standard
  • This plan is ideal for financial firms with multiple document requirements, typically more than 10.
  • $100 / document
  • Custom Design and Branding
  • Bespoke Calculation
  • Existing System Integration
  • File Delivery Mechanism
  • Email Support
  • High Volume
  • This plan is ideal for a high volume requirements which is required when doing large scale reporting.
  • Pricing Upon Request
  • Custom Design and Branding
  • Parallel Processing
  • API
  • Existing System Integration
  • File Delivery Mechanism
  • Email Support

Contact Us

Get in touch. We would love to hear from you to see if we can assist your business.

Advicement Investment Services (Pty) Ltd
Suite 10, First Floor
1 Melrose Boulevard
Melrose Arch
Johannesburg, South Africa
P: +27 82 423 5917

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© 2018 Advicement Investment Services (Pty) Ltd
"Never send a human to do a machine's job." - Agent Smith, The Matrix