Automating MD&A Reporting

Daizy automates the Management Discussion & Analysis (MD&A) element of your regulatory fund reporting.

The Proposition

Automates the narrative generation and provides clear explanations behind the data
Significant time saving over manual processes
Compliant data used throughout, ensuring consistency in disclosure

Daizy’s MD&A Agent will generate an institutional grade narrative of fund performance
Incorporates all key elements, incl:
- Macro and market events as they impacted fund strategy
- Official benchmark data directly from Daizy’s institutional data lake
- Visuals, data tables and performance charts
Customization features allow you to integrate CIO and PM perspectives

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Daizy optimizes key search terms based on current market news related to your individual fund strategy and key holdings.

Analyze competing funds in depth to drive better product positioning, reflecting latest market events to provide context and increase relevance.

Fully automate your fund profile generation process across your entire fund range, leveraging Daizy’s data lake and charting capabilities.

Improve your engagement with clients and prospects by delegating the research and data crunching work to Daizy.

Daizy equips sales teams with targeted information to intelligently position their products into a Wealth model portfolio.

Daizy optimizes your social media content and distribution to maximize engagement based on market sentiment.

Get in touch to request a demo or a trial of Daizy Scribe