Factbook News

Factbook to exhibit at TSAM New York 2018 on 13 June

May 21, 2018

  Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be exhibiting at TSAM New York 2018. With the ever increasing pressure to do more with less, the Factbook Solutions Suite™ helps individuals and departments deliver timely and consistent automated reports in a budget squeezed and regulated world. Be it Client Reports, Fund Factsheets, RFI automation, Pitchbooks, Data Management or Data Feeds, Factbook will be on hand...

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Factbook to attend TSAM Europe 2018, London on 13 March

March 12, 2018

  Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be exhibiting at TSAM London 2018. With the ever increasing pressure to do more with less, the Factbook Solutions Suite™ helps individuals and departments deliver timely and consistent automated reports in a budget squeezed and regulated world. Be it Client Reports, Fund Factsheets, RFI automation, Pitchbooks, Data Management or Data Feeds, Factbook will be on hand at...

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Top Asset Manager selects Factbook Studio10™ for Investment Reporting

January 9, 2018

Factbook, a specialist provider of client reporting, fund reporting and digital data management solutions to the investment community, today announced that a top asset manager has selected the industry leading Factbook Studio10™ reporting platform for their fund factsheet production across multiple business units. The service will encompass fund factsheets and other monthly fund reports for a number of retail and institutional applications. “This important client win serves to reaffirm the strength of Factbook’s proposition...

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Leading Global Asset Manager selects Factbook Studio10™ for Enterprise Investment Reporting.

October 8, 2016

London – 08 October 2016 Factbook, a specialist provider of client reporting, fund reporting, marketing and data management solutions to the investment community, today announced that a leading global asset manager is fully implemented on Factbook’s industry leading Studio10™ reporting platform for their enterprise investment reporting including their client reports, Quarterly Investment Reviews (QIRs) and factsheets. With a long history, proud heritage, and one of the oldest names in the industry, the asset manager also...

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Leading Wealth Management firm selects Factbook Studio10™ for Fund Factsheet Production and Data Management Automation.

July 3, 2015

Factbook, a specialist provider of client reporting, fund reporting and data management solutions to the investment community, today announced that a leading wealth management firm has signed up to Factbook’s industry leading Studio10™ reporting platform for to automate their fund factsheets and data management. “The client had a clearly defined set of goals and two main pain points. At the heart of the requirements were the ability to handle disparate data coming in from...

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Top Asset Management firm selects Factbook for Global Client Reporting Solution

March 16, 2015

London - 16 March 2015 Factbook, a specialist provider of client reporting, fund reporting and data management solutions to the investment community, today announced that another global asset management firm has signed up to their Factbook Client Reporting™ Solution using the industry leading Factbook Studio10™ technology platform. “The requirement was for a high quality client reporting tool which could not only deal with the large volumes of reports being generated, but more importantly, one that was...

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Factbook to attend TSAM Europe 2014, London on 25 March

March 14, 2014

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be exhibiting at TSAM Europe 2014. With the ever increasing pressure to do more with less, the Factbook Solutions Suite™ helps individuals and departments deliver timely and consistent automated reports in a budget squeezed and regulated world. Be it Client Reporting, Fund Factsheets, Investment Reporting, Pitch Books, Data Management, Data Feeds, Factbook will be on hand at our...

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Momentum Collective Investments selects Factbook to enhance client reporting.

September 3, 2013

Cape Town - 3 September 2013 Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announced that one of South Africa’s largest investment houses has selected Factbook Studio 10™ for the automated production of all of their collective investments fund factsheets. John Duncan, Technical Marketing and Product Management – Momentum Collective Investments, said “The industry’s principal marketing initiative and investor feedback is provided by the production of...

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Factbook expands operations to South Africa

March 18, 2013

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announced the latest expansion of its global footprint with news of the launch of an office in Cape Town. Karen Coleman heads up operations in Cape Town and is delighted to have already signed Factbook’s first South African client. Coleman, who has spent over 25 years in the financial services industry, in the UK, Europe and South...

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Factbook appoint new Director of Business Development EMEA

October 8, 2012

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announces the appointment of Karen Coleman to the position Director of Business Development EMEA. “These reporting solutions have been conceived and developed by fund specialists for fund specialists – something that we simply haven’t had here in South Africa to date. Factbook's Solution Suite not only addresses the need for process automation across the reporting cycle, but...

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