No. The platform is a flexible tool that adapts to the fund management company's structure, reporting requirements and internal processes.
The fund report is a central part of investor communication
Fund reports must be clear, accurate and comparable over time. They are published on a recurring basis and are often subject to regulatory requirements, which places high demands on structure, version management and quality assurance.
With a digital way of working, the entire production process is brought together in one system where content is updated in a structured and consistent manner. This reduces the risk of errors, simplifies review and creates a stable foundation for recurring reporting.
A structure for recurring reporting cycles
Build the fund report in a shared, reusable structure that can be updated ahead of each reporting occasion without starting from scratch.
Collaboration with clearly defined roles
Asset management, compliance, legal and communications can work in parallel on the same report, with clearly defined permissions and traceability of all changes.
Publish digitally and generate PDF
Publish the report digitally and create a PDF from the same content. This ensures consistency between formats and simplifies distribution.
Structure and content that lasts over time
In OnlineReports, the annual report is built with a clear and consistent structure that forms the foundation of the entire report. Chapters, sections, and content levels are defined early and used consistently throughout, making the report easy to navigate and simple to develop further.
Once the structure is in place, the work becomes more efficient. Updates can be made without affecting the whole, new sections can be added without breaking the layout, and the content remains consistent even when multiple people contribute. This results in an annual report that works over time, not just for a single financial year.
A cohesive way of working with the annual report
No two annual reports are the same. Requirements for scope, level of detail, and presentation vary between companies, as do internal working methods and resources. OnlineReports is therefore not a template tool, but a flexible system that is adapted to the company’s actual needs.
Structure, language versions, visual identity, and content can be adjusted without affecting the workflow. This means the annual report can be developed gradually, as the company grows or changes, without needing to rebuild the process from scratch every year.
End-to-End Annual Report Management
In practice, this means the entire annual report process can be gathered and managed in a single connected flow, rather than being split into separate steps and tools.
- A shared structure for the entire annual report
- Parallel work with clear roles and permissions
- Traceability in changes, review, and approval
- A consistent visual expression in line with the company’s guidelines
- Digital publishing with the option to generate a PDF from the same content
The result is a more controlled, efficient, and predictable annual report process where structure, quality, and collaboration are kept together in one and the same system over time.
Digital publishing and distribution
The fund report is published digitally in a format that is easy to navigate and accessible to investors and other stakeholders. A PDF can be generated from the same content when required for distribution or archiving.
This ensures that the same information forms the basis for all formats and reduces the risk of inconsistencies.
Questions and answers
Is OnlineReports a template tool for fund reports?
Can the same structure be used for multiple funds?
Yes. The structure can be reused and adapted across different funds while each fund retains its specific content.
Does it work for recurring and time-critical reporting?
Yes. The platform is developed for regular reporting with high demands on accuracy and control.
Is it possible to publish both digitally and as a PDF?
Yes. The content is produced once and can be published digitally as well as generate a PDF from the same source.
