Effortless governance for every regulated report
The Objective Keystone platform builds governance across content, data, processes and stakeholders.
Four stages of Governance
Whether you are preparing documents for an SFC FASTrack application, updating an existing fund range, managing your ESG or producing regular investor communications, Objective Keystone helps you manage the entire lifecycle in four governed stages.
Centralised control and standardised processes improve accuracy and consistency across every disclosure and report. Structured reviews and mandatory verification ensure critical content and data are checked by the right stakeholders.
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Centralised content standardisation and control
Manage regulated reporting in one platform
Create and manage Product Key Facts Statements, offering documents, prospectuses, fund reports, factsheets, ESG reports and investor communications in one governed environment. Collaborative authoring controls give everyone access to the right content while eliminating conflicting versions and disconnected processes.
Reuse approved content across documents, products and brands
Create common clauses, risk statements, climate risk indicators, fee information and regulatory wording once, then reused them across every relevant document without having to search for the file. Dynamic content determines which approved content appears for each fund, share class, brand, jurisdiction or investor audience.
Connect regulatory reporting content with trusted data
Bring structured product, fee, performance and climate data directly into your documents. Data modelling and integration reduce manual rekeying, while controlled snapshots preserve the exact information issued to stakeholders for review and verification.
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Granular review and mandatory verification
Focus reviewers on what matters
Assign internal teams, subject-matter experts and external advisers the specific sections they need to review. Granular controls reduce unnecessary review work while ensuring important information, risks, fees and regulatory statements reach the right people.
Make verification mandatory
Create mandatory verification gates for critical content and data. Reviewers can record supporting evidence, explanatory notes and verification outcomes directly against the relevant section, statement or data point.
Prepare complete FASTrack documents
Coordinate a complete, high-quality application package, including draft offering documents and Product Key Statements through one governed approval process before submission.
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Formal approval and attestation
Capture approval at the right level
Assign granular approvals at the document, section or individual content-item level. Every decision records exactly what was approved, who approved it and when the approval occured.
Generate an immutable audit log
Generate a Verification Certificate recording the review, verification, approval and attestation history for the final document at any given time. The immutable audit log stands up to auditor and regulatory scrutiny.
Record formal attestations
Use digital attestations to capture accountability for important statements, calculations and regulatory requirements. Attestation records provide traceable evidence that the appropriate stakeholders reviewed and accepted the content.
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Continuous compliance reporting and publishing
Preserve a complete audit history
Maintain a traceable record of every content change, review, verification, approval, attestation and publication action. Historical versions remain accessible alongside the supporting evidence and decisions behind them.
Maintain governance after publication
Use dashboards, review dates and automated triggers to monitor upcoming deadlines, content changes, incomplete attestations and outstanding actions across your document portfolio.
Produce every output in one click
Generate professionally designed web PDF, print PDF and HTML outputs directly from approved content. Reduce the delays and risks associated with transferring content into Word, design software or external typesetting processes.
De-risk your process through a governed platform
Effortless governance built into every action.
Centralised control
Manage content, data, reviews and approvals from one governed platform, with clear ownership and a complete audit history.
Process automation
Automatically assign tasks, send reminders and escalate overdue actions to keep every disclosure moving towards its deadline.
Data modelling and integration
Connect trusted data sources directly to your reports, eliminating the risk of human error.
Regulatory reporting
Create Product Key Facts Statements, offering documents, prospectuses, FASTrack application documents, fund factsheets, annual reports, financial and sustainability reports, and investor communications.
One-click publish
Whether you have one or one hundred brands, our publishing engine produces finished stylised outputs in web PDF, print PDF and HTML.
Multi-lingual outputs
Publish all your documents and reports in English, Traditional Chinese and Simplified Chinese, using verified and approved content.
you’re in good company
Trusted by Financial Services companies and regulated entities worldwide
For more than 16 years, Objective Keystone has been trusted by leading financial services organisations worldwide to manage regulated documents and reports.
Backed by a global team with over 35 years of combined financial services experience, Objective Keystone is a leading solution for accurate, efficient and governed disclosure.
Resources
Resources to extend your learning.
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