PFS

DVS Publisher Suite

Automated Reporting Processes for the Investment Industry

Transparency with DVS Publisher Suite

Investors request increasing transparency for their fund reporting. At the same time, complexity increases due to regulatory and individual client reporting requirements, and as a consequence of the depth and quality of information required for reporting. Cost pressures and the attempt to stand out by using a professional design for the investor reporting are increasing competition.

DVS Publisher Suite meets all internal and external reporting requirements for the investment industry. It automates and controls the entire reporting value chain starting from data supply and data quality checking to production and distribution of boardroom-quality reports to your customers.

Your Benefits

A tailor-made toolset for more effciency in reporting

DVS Fund Warehouse automates supply and quality checking of reporting data used by the DVS Publisher Suite. Publisher Designer lets you configure reports quickly and efficiently. Produce your reports automatically with Scheduler and use Delivery Service to automatically distribute reports at a certain time, when an event occurs or based on specific data.

More efficiency in report generation
  • Report templates and style sheets for individual report design
  • Flexible parameterization and comprehensive rule set for intelligent reporting process control
  • Encapsulate report section into reusable report objects stored in your reporting repository
  • Repeatable report sections; change report data via Report Snapshot & Editor
  • Intuitive user interface suited for users without programming skills
One platform for all reporting requirements
  • Factsheets, investment committee reporting, internal, management and client reporting, annual reports
  • Standard and individual reporting
  • Flexible data: current and historic holdings, transactions, risk ratios, performance data, individual data etc.
  • Flexible output formats: Word, Excel, XML, PDF
Reusable report components
  • Professional diagrams, performance charts and graphics, two ordinates supported
  • Tables with flexible groupings, group sums and total sums
  • Logos, headers, pictures, headers and footers
  • Multiple and different types of table of contents in one document and within one chapter supported
  • Page numbering and footnotes

Check out related data management and reporting solutions:

Data Management
Key Investor Information (KII, KID)
Annual and semi-annual reports
Web Analysis with DVS

If you have further questions, please do not hesitate to email us or simply call your local office.

 

Enhance DVS Publisher Suite with

Swiss Life Funds AG

The enhanced reporting functionality of the DVS platform greatly increases the efficiency of report production in our multilingual environment. We pride ourselves on our ability to perform for our clients, and PFS' DVS platform puts us in a position where we can continue to deliver first class service and results.
Swiss Life Press Release

Swiss Investment Company (SIC):

"With DVS Publisher Suite we produce annual and semi-annual reports in multiple output formats automatically. We can customize content and layout of the reports very easily. This way, we work more efficiently while always complying with the latest regulatory requirements. We particularly appreciate DVS Publisher Suite's flexibility and PFS' functional and technical know-how."