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

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 many sources and to also improve the timeliness of their Factsheet production.” said Marc Dukes, Client Services Director at Factbook.

Dukes added, “Factbook Studio10™ was custom built to handle these types of requirements and as such we have been able to work closely with the client over the past months to ensure their Factsheets are delivered quickly, efficiently and with none of the errors associated with manual processes. During this process we have utilised our systems’ unique plugin technology to streamline their data sources and make the data aggregation and transformation processes much more efficient. This is turn leads to an even quicker time to market for their fund factsheets.”

Abbey Shasore, CEO at Factbook said, “Once again we have demonstrated that Factbook’s cutting edge financial technology set us clearly above competitors. This was a thorough selection process and we are delighted to be working with one of the country’s leading wealth management firms.”

About Studio 10™

Studio 10™ provides clients with a single, unified, extensible platform from which to oversee and manage the entirety of Factbook’s Solution Suite.


Studio 10™ boasts enhanced workflow management and monitoring, allowing process managers a completely customisable dashboard view of their reporting process across multiple channels – including Client Reports, Investment Reports, Factsheets, Feeds and Pitchbooks.

About Factbook

Factbook is a specialist provider of fund reporting, marketing and data management solutions. Its innovative and complete process automation allows investment firms to draw data from any number of sources and leverage it across all business areas, not only through the Factbook suite of products, but also any third-party application. Factbook solutions enable investment firms to adopt a strategic view when solving tactical issues regarding reporting, communication and data management. News and other information about Factbook is available at www.factbook.co.uk

For additional information on Factbook’s Solution Suite™, or any other Factbook related information, please call us on +44 (0) 20 7036 0309 or email Factbook at solutions@factbook.co.uk.

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