Automated Reporting and Advanced Workflow are the key pillars of Factbook’s software solutions. From Client Reports through to Factsheets and Pitchbooks, Factbook’s solutions are custom built to achieve a single goal. They use sophisticated automation to make your reporting teams more effective and more efficient.With Factbook’s solution suite, powered by Factbook Studio 10™, you won’t just save time and take the risk out of investment reporting. You’ll do more.
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Client ReportsFactbook Client Reports allows you to meet the growing demands from retail and institutional clients for more detailed and tailored information.Get Tailored Reports
FactsheetsOur fully automated factsheet production and delivery solution. The solution can accommodate any design template and any number of variable outputs.Automate Your Factsheet Production
PortalsEnables the easy delivery of dynamic data driven content to your website. Interactive tools animate fund information for your clients.Empower Your Digital Services
PitchbooksA powerful yet user-friendly PowerPoint™ add-in tool. It provides your sales force with access to consistent, accurate & approved information on your products and services.Improve Your Sales Presentations
Having been a sometime client of Factbook, I have no hesitation in recommending Abbey’s client centric approach to providing well founded and effective solutions for asset management businesses.
Robert CorballyManaging Director, European Product
Factbook is the SAAS manifestation of Abbey as a person, whom I’ve known and worked with for over 10 years. Factbook’s Marketing and Analytics Reporting Service to the Investment Management Industry is totally authentic, demonstrating a deep and thorough understanding of its clients’ requirements. It’s also adaptable, totally dependable and the best, therefore Abbey as a contact and Factbook as a service are both a privilege to support and recommend unreservedly.
John GellettManaging Director, Group Chair
Factbook stands out as being extremely client-focused, nimble and flexible. Our team utilized the Factbook platform to assist with automating a complex multi-language factsheet monthly reporting cycle. The Factbook team were true partners focusing on delivering to our needs rather than pushing us towards an easier out of the box option.
Brian MorganCAIA Director of Risk and Analytics
I have known Abbey for many years and have always found him to be both knowledgeable and extremely enjoyable to work with. His understanding of the investment management industry is of the highest calibre. In addition, Factbook has a great team of experts with a total focus on the client’s perspective; so much so that Fastnet Translation has a partnership with Factbook. I would not hesitate to recommend Abbey and Factbook’s reporting services to any client-centred investment management firm.
Jean-Bernard LE FLOC’HCFA Partner
In Factbook he has assembled a unique product and a highly skilled team. I would not hesitate to recommend Abbey and Factbook to anyone looking for a turnkey investment reporting solution.
Gokhan SaruhanPortfolio Manager, Head of International Equities
Factbook Professional Partners
