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.
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.
Once the document templates are set up, the turnaround time for the document generation is seamless, allowing for frequent and regular production.
By outsourcing your financial document production, you will be leveraging technology and will reap the rewards inherent with automation: significant money saved!
Improve your marketing drive through prompt and regular production of documents.
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.
Taking advantage of our technology, you get your documents produced in real-time by simply loading the necessary data online.
Our technology is ideal for financial documents which are data driven and have a set layout.
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.
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.
Our technology allows us to include bespoke calculations, which gives flexibility to create unique reports and statements.
We have capability to integrate with internal and external data sources, while automatically delivering documents to your server.
Advicement was started by Igor Rodionov in 2015 with a mission to provide technology solutions to a financial services industry.
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
Our technology is ideal for documents which are data driven and have a set template.
Get in touch today and we will take you through our workflow.
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
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
During this phase we will implement all your documents using our technology and will give you access to our online platform.3 Weeks
The prices below give you an indication and may change depending on requirements.
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