Simply put, the Investment Mapping solution framework makes it easier to create better investment reviews. Your financial professionals start with your clients’ data, extracted directly from your systems of record. XiDocs pulls in this data, along with other appropriate marketing content, and automatically formats it in a graphic-rich client friendly format. At the same time, the XiDocs workflow function ensures the right people are doing the right steps at the right time to increase your service levels and accountability. Best of all, your core documents and content and formatting is handled in everyday tools your team already knows, Microsoft Office Word, PowerPoint and Excel.

Below, you will find additional samples of our easy-to-use interface that allows your users the ability to search a universe of funds to map to the client’s current fund lineup, with just a few clicks of the mouse.