- Is there ever a ‘single version of the truth’ for investment reporting?
- Managing the leap from vendor selection to service provider relationship
- Investment reporting: sophistication doesn’t have to mean complexity
- Three ways to tell if your client reporting is at the heart of your client servicing.
- Mandatory vs discretionary documentation: a tale of two processes?
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Factbook open London City Office
Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announces the opening of their London City Office. The office, situated at 5 St. Helen’s Place EC3, was opened to facilitate closer links to current and potential clients of Factbook. Commenting on the opening, Derick O’Brien, Director of Business Development, said: “As Factbook continue to win business and expand our footprint servicing the Investment Management industry...
Factbook appoint new Chief Operating Officer
Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announces the appointment of Andrew Cheeseman to the newly created position of Chief Operating Officer. He will be responsible for helping Factbook scale its operations, expand market presence and focus on ensuring that Factbook continue to effectively and competitively position their solutions. Andrew has over nine years of senior management experience in service provision to the fund industry...
Growth continues at Factbook with senior appointment
Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announces the appointment of Bradley Fincken as Business Development Manager. Fincken was previously at Ptarmigan Media where he was responsible for developing and managing several of the company’s major clients. Prior to Ptarmigan Media, Bradley spent many years at Micropal and Standard & Poor’s in the Media, Product Development and Consultancy business areas. Commenting on the...
Clerical Medical outsources fund factsheet production to Factbook
Factbook today announces that Clerical Medical have gone live with Factbook Factsheets™, their fully outsourced factsheet production solution. Through Factbook Factsheets™, Clerical Medical is now able to fully outsource and automate the production of its fund factsheets across the Life, Pensions, OEIC and Offshore funds within its Investment Solutions proposition. Factbook, a specialist provider of fund reporting, communication and data management solutions was selected following a detailed service provider evaluation process undertaken prior to the...
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