SolutionsFactbook solutions have been custom built for investment reporting automation. Utilising the industry’s most advanced workflow system, they are specifically designed to eliminate the time, effort and risk of manual processes and manual reporting.
Client ReportsFactbook Client Reports allows you to meet the growing demands from retail and institutional clients for more detailed and tailored information.Get Tailored Reports
FactsheetsOur fully automated factsheet production and delivery solution. The solution can accommodate any design template and any number of variable outputs.Automate Your Factsheet Production
PortalsEnables the easy delivery of dynamic data driven content to your website. Interactive tools animate fund information for your clients.Empower Your Digital Services
PitchbooksA powerful yet user-friendly PowerPoint™ add-in tool. It provides your sales force with access to consistent, accurate & approved information on your products and services.Improve Your Sales Presentations
DDQsFactbook DDQs is the complete solution for the automation of Request for Information, Request for Proposal and Due Diligence Questionnaires.Generate world class DDQs
KIIDsFactbook KIIDs effortlessly assembles and incorporates market and in-house data to deliver accurate and up to date Key Investor Documents.Automate your KIIDs