Daizy transforms fund reporting workflows, enabling you to deliver compliant outputs with unmatched efficiency.
From fund factsheets and portfolio commentary to performance reports and regulatory disclosures, Daizy compresses time-intensive processes into a single, streamlined workflow.
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Daizy transforms fund and portfolio data into polished, regulator-ready reports. From factsheets to MD&A, we generate outputs that are accurate, auditable, and always aligned with your internal templates. You focus on review and distribution; we handle the heavy lifting.
No more toggling between spreadsheets, PDFs, and design teams. Daizy integrates internal data, investment analytics, and disclosures to automatically populate templates — including charts and tables — ensuring your reports are complete from the start.
Built specifically for the financial industry, Daizy ensures every output is consistent with brand, compliant with regulations, and ready for investor distribution. Whether it’s a single fund factsheet or an entire product suite, scale with confidence.
From draft to sign-off, every step happens inside Daizy Scribe. Edits, approvals, and compliance checks are tracked with full auditability, eliminating version chaos and accelerating delivery across Marketing, Product, and Compliance teams.
© 2025 Daizy. All rights reserved.
Daizy compresses the storytelling workflow, tying portfolios to market events, embedding analytics, and visualizing performance in clear, client-ready charts.
Book Demo
Daizy transforms raw portfolio data into clear, compliant commentary. It attributes performance to the right market events and strategy decisions, highlights key drivers, and explains the “why” behind movements — ensuring every report connects analysis to real outcomes.
Daizy enriches every report with market and peer context. It integrates internal analytics with external sources, compares portfolios to relevant benchmarks, and layers in market and sell-side research — producing narratives that stand up to client and regulatory scrutiny.
Daizy adapts your portfolio stories to any audience while staying brand-consistent and compliant. Voice and tone controls let you tailor the same analysis for institutions, advisors, or end investors, while compliance guardrails ensure every version is regulator-ready from draft to delivery.
Daizy streamlines the full review cycle — from first draft to final sign-off — in a single platform. Visual charting and analytics are embedded directly into commentary, reducing manual formatting and rework. Collaboration between Marketing, PMs, and Compliance is faster, clearer, and always audit-ready.
© 2025 Daizy. All rights reserved.
With Daizy, your sales teams get real-time analysis, peer fund comparisons, and personalized talking points — cutting hours of prep into minutes.
Book DemoDaizy helps ETF and fund sales teams walk into meetings with a game plan. Analyze Wealth model portfolios, simulate allocation changes, and demonstrate the value of switching into your product — all tailored to the client’s objectives.
From fund flows and performance rankings to ESG metrics and risk profiles, Daizy arms you with live insights on competitor products. Whether for sales meetings, positioning strategies, or product marketing, you get clear, defensible comparisons at your fingertips.
Daizy dynamically aligns your paid search, social media, and editorial content to what the market is talking about — from themes like inflation or AI, to breaking news and sentiment shifts. Increase marketing campaigns success by surfacing the right product at the right time.
Daizy equips your sales team with curated, client-specific briefings: portfolio context, product talking points, competitive positioning, and relevant news. It’s like having a research assistant for every rep, on every call — with compliance built in.
© 2025 Daizy. All rights reserved.
