Amber River is a group of like-minded, values-driven independent financial advisers with a passion for what they call Life Landscaping® – financial planning that goes beyond traditional advice.&nbsp;With nearly 200 independent financial planners across over 30 locations nationwide managing c.£14.6bn in Assets Under Influence, Amber River serves over 38,000 clients with bespoke financial plans.&nbsp;The group brings together successful regional IFA businesses under a unified brand while maintaining their independence and local expertise.At the heart of their philosophy is enriching lives through conversations, knowledge sharing, and expert financial planning at every life stage.

Amber River is one of the UK's leading independent financial planning groups, with over 30 locations, multiple investment manager relationships, and a network of hubs each operating with their own branding, portfolio requirements and reporting approval processes.

Factsheets

Overview

This firm is a leading provider of advice, investments and wealth management in the UK and internationally. Thanks to Factbook’s Studio 10™ platform, they have reduced delivery timescales, increased data quality and improved reporting throughput enabling true scale for future growth.

Automating a new dawn of Factsheets at a multinational wealth management firm 

Portals

Top 5 UK Wealth Manager

By choosing Factbook to automate its reporting process, this leading asset manager has dramatically improved the throughput and capacity of its domestic and international DDQ / RFI and client reporting operations.

Powering reporting for a global investing powerhouse

Client Reports

DDQs

Top 50 Global Asset Manager

ABSA Fund Managers has improved fund factsheet throughput, shortened delivery timescales and streamlined handling of reporting data while increasing quality — thanks to Factbook Factsheets.

With ABSA, the challenge was multi-dimensional – we had multiple data sources in differing formats, we also needed to upgrade the design of the factsheets to show the ABSA funds in their best light and also provide ABSA with a cutting edge dashboard to enable them to see exactly what was being produced, when it was produced and all the intermediate stages along the way

ABSA – increasing efficiency, and that’s a fact

Leading asset manager has improved investment reporting output, shortened delivery timescales and streamlined handling of reporting data while increasing quality – thanks to Factbook’s Investment Reporting solution.

Leading asset manager has improved investment reporting output, shortened delivery timescales and streamlined handling of reporting data while increasing quality – thanks to Factbook’s Investment Reporting solution

Great Expectations: multi-asset reporting at Ignis Asset Management

Lloyds Banking Group was formed on the 19th of January 2009.Lloyds Banking Group has the biggest private shareholder base in the country.The Group has over 30 million customers and is the UK’s leading provider of current accounts, savings, personal loans, credit cards and mortgages.Lloyds Banking Group has approximately 120,000 colleagues across the UK.Operating a multi-brand strategy, the Groups main brands include; Lloyds TSB, Bank of Scotland, Halifax, Scottish Widows and Cheltenham & Gloucester.

Using a Factbook Factsheets™ production environment, in conjunction with elements of Factbook’s Data Management™ suite, a fully automated factsheet production facility was deployed in a little under four weeks.

Lloyds Banking background

By choosing Factbook to automate its reporting process, this leading asset manager has improved reporting output, increased data quality and reduced delivery timescales – thanks to Factbook’s Studio 10™ platform.&nbsp;On July 1, 2020, Merian Global Investors was acquired by Jupiter Fund Management (LSE: JUP).

The Factbook Solution Suite at Merian and the report documents it produces each month and quarter end are consistent, high quality documents that comply with corporate branding guidelines

Merian: Art, Science and Award Winning automated reporting

Momentum Collective Investments has improved fund factsheet throughput, shortened delivery timescales and streamlined handling of reporting data while increasing quality – thanks to <a href="https://factbook.co.uk/factbook-solutions/factbook-factsheets" target="_blank" rel="noopener">Factbook Factsheets</a>.

Momentum Collective Investments has improved fund factsheet throughput, shortened delivery timescales and streamlined handling of reporting data while increasing quality – thanks to Factbook Factsheets

Not just a pretty interface: Automated fund factsheet production platform at Momentum Collective Investments

Corporate presentations, institutional pitch books for alternative strategies – all within scope thanks to Factbook’s reporting solutions.&nbsp;PDL International ceased trading in 2012.

Corporate presentations, institutional pitch books for alternative strategies – all within scope thanks to Factbook’s reporting solutions.

Pitchbooks

Factbook Pitchbooks gets the message across at PDL International

With offices in 23 countries and a history that dates back 150 years, Standard & Poor’s is known to investors worldwide as a leader of financial-market intelligence. Approximately $1.1 trillion in investment assets is directly tied to S&P indexes, and more than $3.5 trillion is benchmarked to the S&P 500 – more than any other index in the world.

Using a Factbook Factsheets™ production environment, in conjunction with elements of Factbook’s Data Management™ suite, a fully automated factsheet production facility was deployed in a little under six weeks

Standard & Poor’s is known to investors worldwide as a leader of financial-market intelligence

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We are happy to answer your questions and help you understand how Factbook takes the drama out of investment reporting