Wealth manager automates preparation of fund performance flyers

About the Customer

The customer is an Australian financial services provider with over 500,000 customers and a market capitalization of $3.3 billion. The organization offers a broad range of wealth management services, including superannuation, investment management, and financial advice.

With a nationwide presence and a strong network of financial advisors, the business plays a significant role in helping Australians build and protect their financial futures. Known for its client-centric approach, the company is committed to delivering transparency, operational efficiency, and consistent communication— particularly through timely, accurate fund performance reporting.

The Challenge

As part of its commitment to transparency and investor communication, the financial services company needed to produce detailed fund performance flyers each month for both financial advisors and the general public. These flyers serve as a key touchpoint for communicating the performance of hundreds of investment funds.

Previously, the process was manual, time-consuming, and ad hoc, requiring up to four days of effort to complete. Data and formatting inconsistencies would occasionally appear across flyers, undermining the credibility and professionalism of the materials. Without a scalable or standardized system in place, maintaining accuracy and consistency across all fund flyers became increasingly difficult as the number of funds and reporting requirements grew.

Solution

To streamline the production of its monthly fund performance materials, the company implemented an automated solution using Solvexia. The system produces and validates 15 flyers, each detailing up to 50 individual investment funds, using four core data files as inputs. The process includes 60 automated steps that handle data extraction, transformation, validation, and formatting, ensuring both accuracy and consistency across all outputs.

All fund information is stored in a centralized, multi-purpose register, allowing for easy updates and reliable data referencing. The flyers are generated in PDF format, ready for distribution to financial advisors and the public, without the need for manual intervention or formatting.

Key Results and Outcomes

The new automated process has reduced production time from four days to just one hour, freeing up valuable staff capacity and eliminating the inconsistencies that came with manual workflows. The solution is fully scalable, allowing new funds or additional flyers to be incorporated without increasing workload or compromising data integrity.

With all fund data now stored in a consistent structure, the company has significantly improved the accuracy, auditability, and presentation of its monthly reporting. The automation supports the ongoing growth of the fund range and ensures that advisors and customers receive timely, professional performance insights every month.

Key Metrics

• 500 funds categorized
• 15 PDF flyers automatically created
• 60 manual steps automated