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 human errors.
Taking advantage of our technology, you get your documents produced and delivered within one business day by your preferred file delivery mechanism.
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 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 10 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.2 Week
During this phase we implement all your documents using our technology and set up file delivery of your choice.4 Weeks
The prices below give you an indication and may change depending on requirements.
Rapid development of technology, paired with innovative thinking within the financial services sphere, is creating new ways of meeting legislative requirements for effective communication with investors.
We review the implications of the FSB’s marketing guidelines for South African fund managers. What do they really mean?
Have you recently launched a new financial product or are you busy updating your existing minimum disclosure document range? In this article, we explore what makes an excellent regular reporting document and the common mistakes that we see in existing documents.
Get in touch. We would love to hear from you to see if we can assist your business.
By using this website, you accept our Terms and Conditions. This website is run by Advicement Investment Services (Pty) Ltd, a private company registered in Republic of South Africa (Enterprise #: 2013/122231/07).
All rights reserved.
Or follow us on social platforms
© 2019 Advicement Investment Services (Pty) Ltd
"Never send a human to do a machine's job." - Agent Smith, The Matrix