Ready-to-Go Solutions
Xinnovation has implemented hundreds of document types for a variety of global 100 firms. We have taken our over 200 combined years of expertise integrating corporate data and content into dynamic ready-to-go document solutions, and prescribed the most common and demanding documents types and packaged them for quick implementations and amazing results.
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• Enrollment Kits – Standard
• Enrollment Kits – Enhanced
• Fact Sheets (Lipper based)
• Fact Sheets (Morningstar based)
• Forms – Standard
• Forms – Enhanced
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• Fund Mapping
• Investment Review
• Pitch Books
• Sales Matrix
• Plan Client Review
• Plan Performance Report
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• Plan Fee Disclosure
• Plan Establishment Kit
• Product Profiles
• Sample Fund Line-Up
• RFP Engine
• Targeted Communication
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