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FundWorks SA signs Southern Charter

FundWorks South Africa is delighted to announce that Cape Town-based Southern Charter has chosen FundWorks’ On-Demand Document Server for the production and delivery of client reports and factsheets. The service will be deployed on a fully managed environment, enabling Southern Charter to outsource the production of Quarterly Reports and Fund Factsheets to FundWorks SA.

On-Demand Document Server, is a fully managed document production service for financial services organisations. The service is built on FundWorks’ client communications platform which combines a straight-through architecture with rendering capabilities suitable for marketing and client report production.

Bradley Mehl, Director of FundWorks SA said, “We are very pleased to tailor an effective outsourced solution for Southern Charter. Replacing an existing manual solution with FundWorks’ fully automated service, underlines our ability to meet the increasing demand for streamlined document production services. We are very happy to be associated with Southern Charter’s powerful brand and look forward to a long and mutually rewarding partnership.”

Mark Thompson, Managing Director of Southern Charter, said “Our research amongst our clients shows that, apart from investment performance, communication is key to long term relationships. Through the reporting system that FundWorks will implement at Southern Charter, we will be able to provide our clients with meaningful detail about the management of their investments and build on our client relationships. We are delighted to link up with FundWorks on this project and learn from their international expertise in this area.”