Golden source for prospects, fact-sheets, marketing & legal documents
For Fund- & Asset Managers, Management Companies & (legal) service providers looking to remove all manual work and start adding value.
Data hygiene by design
Manage all important data from a single source. Never deal with differences in your materials anymore. Whether PRIIPs, Fact-Sheets, Marketing Materials, Legal Documents or your actual Prospect documents.
Change important figures and data when regulation, fees or other variables change. Automatically request review and apply to all end-documents, in any language and any jurisdiction with a single click.
Scale to infinity
Create and manage up to 50% more with the same workforce. With a single change you see which end-documents are affected and which document owners need to review & implement. Our customers report a measured > 50% efficiency increase.
Contractuo is the first platform that fully automates prospect creation & management end-to-end
[…] we implemented contractuo within days and configured it for even our most complex fund prospects in less than one month.
Marketing materials, fact-sheets, fund prospects, RTS & ESG attachments
Contractuo Prospect Management is the only tool in the market that lets you fully automate creation, updates & management of all documents with one click while also letting you manage & review regulatory- & other changes internally and externally. Without externals even needing an account.
Nothing is too complex
Remove all manual work, reduce external costs
You have heard it many times “AIFs are too complex to automate“. We have heard this too and we respectfully disagree because we have proven the opposite. Not convinced? Contact us for a demo!
Be Ahead of the Curve
Manage more with less
Our clients save >50% hands-on time, remove all errors and increase the velocity of their fund management. Soon, our in-house developed AI will also allow them to run far-reaching analyses on current and historical fund data.
[…] our fund management faced lots of challenges and risks because of the inherently manual nature and our fractured application landscape. […] we are now able to not only create and manage more funds in more markets & languages with fewer people, our customers actually love the collaboration.
Fund manager, management company or (legal) service provider? Contact us for a short demo to see for yourself what you can save in manual work.
Advantages of working with us
- If you can work with MS Word, you can work with us
- No programming needed, not even for the most complex review workflows
- Data management is as easy as creating a contact in your phone
- Easily export and import data to and from other sources
- Collaborate with external service providers and regulators
- Review and approve internally without sending e-mails back and forth
Easy setup & implementation
- We support you all the way from setup to implementation
- Don’t pay until you are satisfied
- On-site and online training for all users