Insights
Eight reasons NOT to choose Factbook

Factbook isn’t for everyone. Here are eight reasons NOT to choose Factbook.

1. You enjoy living on the edge

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?

2. Growth is overrated anyway

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.

3. Deadlines are more fun when they’re impossible

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?

4. You thrive in data chaos

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.

5. Flexibility is suspicious

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.

6. Accuracy is overrated in client relationships

Trust, consistency, and professional design are all overhyped. A slightly wrong number never ruined a relationship… until it did.

7. You don’t believe in future-proofing

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?

8. You prefer paying more for less

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?

Still not convinced?

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.

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