AI agent for Mutual Fund Product Managers
Delegate the creation of fund prospectuses and marketing fact sheets to a specialized AI agent. It synthesizes performance data, regulatory disclosures, and investment narratives into compliant first drafts, allowing your product team to focus on strategy and distribution instead of document assembly.
Ideal for
Product Managers
Marketing Teams
Compliance Officers
See AI agent for Mutual Fund Product Managers in action
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New Fund Launch Materials
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Time comparison
Traditional way
3-4 weeks
With V7 Go agents
15-30 minutes
Average time saved
90%
Why V7 Go
Automated Prospectus Generation
Creates complete prospectus first drafts by synthesizing fund strategy, performance data, fee structures, and risk disclosures into SEC-compliant document templates.
Automated Prospectus Generation
Creates complete prospectus first drafts by synthesizing fund strategy, performance data, fee structures, and risk disclosures into SEC-compliant document templates.
Regulatory Language Library
Leverages your firm's Knowledge Hub of pre-approved compliance language, ensuring every disclosure, risk warning, and regulatory statement uses vetted, consistent terminology.
Regulatory Language Library
Leverages your firm's Knowledge Hub of pre-approved compliance language, ensuring every disclosure, risk warning, and regulatory statement uses vetted, consistent terminology.
Marketing Fact Sheet Creation
Generates investor-facing fact sheets with performance charts, portfolio characteristics, and fund highlights formatted to your brand standards and compliance requirements.
Marketing Fact Sheet Creation
Generates investor-facing fact sheets with performance charts, portfolio characteristics, and fund highlights formatted to your brand standards and compliance requirements.
Multi-Share Class Support
Handles complex fund structures by automatically generating separate sections for each share class with accurate fee tables, performance data, and distribution arrangements.
Multi-Share Class Support
Handles complex fund structures by automatically generating separate sections for each share class with accurate fee tables, performance data, and distribution arrangements.
Performance Data Integration
Pulls current and historical performance metrics from your data systems, formats them to regulatory standards, and inserts required benchmark comparisons and disclaimers.
Performance Data Integration
Pulls current and historical performance metrics from your data systems, formats them to regulatory standards, and inserts required benchmark comparisons and disclaimers.
Version Control and Audit Trail
Maintains complete documentation of all source data, template versions, and compliance approvals used in document generation, creating a defensible audit trail for regulatory review.
Version Control and Audit Trail
Maintains complete documentation of all source data, template versions, and compliance approvals used in document generation, creating a defensible audit trail for regulatory review.
Creates compliant fund documents
From strategy to distribution-ready materials.
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Import your files
Microsoft Sharepoint Online
,
Microsoft Excel
,
Google Docs
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
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Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
