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FIMS Fund Statement Designer

September 3, 2025 @ 12:00 pm - 1:00 pm EDT

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The Fund Statement Designer (FSD) was developed to streamline the creation of fund statements, helping clients transition away from third-party tools like Crystal Reports or Microsoft Word, enabling them to generate statements directly within FIMS.

With FSD, users have control over the design and layout of their statements, including:

  • Customization of headers, fonts, colors, logos, shapes, and lines
  • Flexible formatting options such as left, center, and right alignment, as well as precise layout positioning
  • The ability to place logos, text, shapes, and data fields anywhere on the page