Save time and costs producing Investment Reports. Generate accurate and compliant documents in one platform.
A fast and efficient document and reporting solution for Investment Managers.
Our purpose-built platform eliminates manual processes and fragmented workflows, enabling teams to deliver compliant and market-ready documents faster than ever.
Your end-to-end solution for Annual Reports, Client Reports, PDSs, TMDs, and Fact Sheets.
Keystone Data Models enable investment data to be extracted and synchronised from Excel or core business systems such as portfolio accounting, performance and market data providers. All transformations are applied within Objective Keystone under full governance, version control and audit trail.
Integrate your complex datasets, including fund performance, fact sheets, returns, benchmarks, fees and costs, asset allocations, risk metrics, and historical comparisons. Relationship-based data modelling and Excel formula reading enable calculated fields and derived values to be governed and traceable.
Dynamic Data Preview allows investment datasets to be inserted directly into documents and viewed live during drafting, review and verification. Teams can see exactly how tables, charts, and figures will appear before publication, reducing late-stage errors and rework.
Insert investment data as locked point-in-time snapshots for PDSs, TMDs, annual and regulatory reporting, or as governed live links for recurring or regularly updated fund reports. Both options remain fully auditable and subject to Objective Keystone's robust verification controls.
Stop chasing status updates. Objective Keystone automatically assigns tasks and tracks all activity, creating clear accountability. This frees your team from administrative overhead to focus on what matters: producing high-quality content.
Systematise your most critical controls. Objective Keystone structures the collection of mandatory approvals for every word, number, and chart across your PDSs, TMDs, Fact Sheets, Annual and Performance Reports. This ensures strict adherence to internal processes, drastically reducing the risk of oversights and errors before publication.
Move from doubt to definitive proof. The platform doesn't just track changes - it automatically generates a comprehensive audit report of every action, creating a permanent, standardised record of all approvals and substantiations. Be audit-ready at a moment's notice.
Safeguard your integrity. Objective Keystone’s safeguards instantly identify any alteration to approved content and notify you immediately. Re-publish documents and reports with the peace of mind that governance has been met and integrity is intact.
Move beyond manual checklists. Objective Keystone hardwires compliance directly into your workflows, systematically reducing human error and the risk of oversight. This ensures every report meets the highest standards by design, not by chance.
Objective Keystone doesn’t just track changes; it generates a complete verification certificate for every document or report. This certificate provides an immutable record of every edit, feedback or supporting information, and approval, leaving no room for doubt.
Your verified content is locked down. Our alert system continuously monitors your reports, sending immediate notifications if any verified content is altered or broken. This allows you to correct issues before they ever reach an investor or regulator, protecting your organisation’s reputation.
Save time producing print-ready, digital, HTML, XML or XBRL versions of your disclosure and reports with a single click using our rich publishing engine.
Make critical updates and republish new outputs in seconds, entirely in-house. No more waiting for or paying typesetters. Tables of contents, page numbers, and styles update automatically, guaranteeing a perfect layout every time.
Our built-in traffic light system allows you to compare any version of a document. See every change at a glance, with all modifications clearly highlighted in red and green, ensuring nothing is ever missed.
Our evidence library brings everything together - your substantiation records, version histories, final documents, data sets, reports, and attestations.
Build an irrefutable audit trail. Know precisely who approved what content and when, providing definitive proof of your rigorous due diligence process.
Meet your regulatory requirements, such as RG 131, RG 132, RG 166, RG 175, RG 78, RG 104, RG 105. Build compliance into your processes from the start, reducing oversight risk.
Gain a holistic view of every document's status and automate tasks from kick-off to final sign-off. Eliminate bottlenecks and free your team from administrative chase-ups.
Generate perfectly branded, print-ready PDFs and web-ready HTML outputs instantly. Make last-minute changes and be market-ready in seconds, without ever needing a typesetter.
The key regulatory guides include:
ASIC has identified three core financial reporting focus areas that require significant judgement from preparers:
These areas are subject to enhanced scrutiny due to recent capital market volatility.
Objective Keystone aims to streamline and de-risk the Investment Reporting disclosure process. It seeks to significantly reduce the time, risk and costs associated with producing compliant and accurate investment reports.
Objective Keystone achieves efficiency by providing a centralised system for managing content and data, eliminating manual processes and stakeholder fatigue. Key features like reusable content and metadata significantly reduce duplication and errors. It also offers seamless data integration from various sources such as Excel and APIs to ensure investment reports are always up-to-date and accurate.
Objective Keystone offers robust audit capabilities, including a single, secure, and fully audited environment. It tracks tasks and workflow activities, automates task assignment, and generates a comprehensive audit report of every action. It also provides a complete verification certificate showing who did what and when, ensuring transparency and accountability.
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Improve efficiency and deliver governance to the process of authoring, verifying and publishing disclosure documents.
DownloadSave time and costs producing Investment Reports with ease, at pace. Generate accurate and compliant documents in one platform.
