Factbook isn’t for everyone. Here are eight reasons NOT to choose Factbook.
Sending a client a report with the wrong performance figures or a missing disclaimer keeps things interesting. Every factsheet is a high-stakes gamble: will it be right, or will it spark a regulatory nightmare?
Why scale efficiently when you can drown in a sea of reports? More funds, more share classes, more languages – more chances to miss a deadline. Think of it as job security through chaos.
Last-minute scrambles for SFDR, TCFD or Consumer Duty disclosures are great for team bonding. Who wants an efficient process when you can have adrenaline-fuelled panic every quarter?
One version of the truth? Boring. Far better to juggle siloed systems, reconcile inconsistent figures and spend meetings arguing about which number is “right.” Confusion fuels culture, after all.
Factbook adapts to your templates, systems, and quirks. But where’s the fun in that? Saying “no” to every request is what real vendors do.
Trust, consistency, and professional design are all overhyped. A slightly wrong number never ruined a relationship… until it did.
ESG, regulatory change, digital client demands are all just passing fads. Why prepare for tomorrow when yesterday’s patchwork processes have served you so far?
Manual work, regulatory fines, client complaints, reputational risk – these costs add up. But hey, why spoil tradition with a lean, efficient solution that reduces risk and saves money?
If firefighting keeps your business running, stick with it. But if you want reports that are accurate, flexible and scalable every time, Factbook may just ruin the chaos you’ve come to rely on.