FactsheetsOur fully automated factsheet production and delivery solution. The solution can accommodate any design template and any number of variable outputs.
  • Ensures consistent, timely delivery of accurate, high quality factsheets
  • Provides immediate efficiencies
  • Enables removal of arduous and risky manual procedures
  • Gives flexibility and scalability
  • Incorporates a robust workflow management system
  • Advanced behaviour and rules based templates
  • Time series commentary function
  • Full audit trails
Other Solutions
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
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