built to fit your needs.
You get specialized support, where you need it, when you need it.
We’re here to offload or optimize any aspect of
the reporting process that you choose.
Project & Stakeholder Management
Your team’s time is valuable. Finiti can help manage stakeholders, vendor communications, and each moving part of your regulatory reporting to free up your team and let them focus on your core business.
Data Input & Automation
Whether you have a large fund accounting team that delivers data in different formats, or are a team of one that calls in a last‑minute change, we securely bring together all your data from any of your sources, then use our proprietary automation tools to create and deliver your reports.
Design & Layout
In the hands of our professional graphic artists, your custom branded reports always look and read their best. Our team will help distinguish your brand while saving you time and money.
Proofreading & Quality Assurance
At every step, your report content is meticulously reviewed and cross-referenced by our proofreading team for comprehension, consistency, and clarity. Seriously. Their passion for detail and accuracy is unparalleled.
We work directly with translation partners that specialize in legal, financial and regional context, to expedite your report translations. There’s no need for you to even think about other languages.
Meeting your reporting deadlines is imperative to your business, so Finiti makes it our business to deliver your final report PDFs for filing. On time, every time.
Printing & Distribution
Whether you have thousands of opted-in unitholders, or just need a handful of reference hard copies to mail, we work seamlessly with print and distribution partners to get the job done.
How we do it.
Since 1988, we’ve been trusted to produce regulatory reports for the Canadian investment industry and we’ve learned a thing or two about what works and what doesn’t for teams just like yours.
At Finiti, we provide services that tangibly reduce the burden of regulatory reporting for you as an investment fund provider. And we do it with a simple recipe: people + process + technology.