Factbook Factsheets – fund factsheet automation.

Fund factsheet automation is a key solution from Factbook, check out our video below or read more and request a solution pack.



Factbook Factsheets™ is a fully automated factsheet production and delivery solution. The solution can accommodate any design template and any number of variable outputs. Once in place, our automated process removes the need for any manual intervention but will accommodate your usual compliance sign off procedure.

Workflow management is central to our automated factsheet production. We have developed a rigorous system that monitors and reports on all key aspects of the production process, from initial content retrieval through to final signoff and distribution. It is this system that ensures your factsheets will be produced on time, every time, month after month.

Factsheets form the cornerstone of much marketing activity in the asset management industry. Consistency, accuracy, quality and timely delivery are absolutely essential. We can ensure you get the basics right with your factsheet production, removing arduous manual inputting and opening up new and exciting ways to communicate fund information to your clients.

We believe that only by adopting a fully automated system can you hope to deliver increased efficiencies, be fully scalable and offer the ability to reduce both the costs and the operational, and potential reputational risks, inherent in manual procedures. The Factbook Factsheets™ solution is powered by one of the most robust automated systems currently available.

  • 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

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Deployment Options

The Factbook Factsheets™ solution can be deployed in different ways, each conferring its own unique advantages and suiting specific client needs.

HOSTED – “Lighten the load on IT”

Take the load off your IT resources and let Factbook deliver the infrastructure that supports your reporting. Dependable, scalable and highly available deployment environments mean that you can focus on the task at hand – and retain control over the operation and management of your production processes.

MANAGED – “Handsfree”

Delegate your reporting to Factbook’s Fully Managed reporting service. Take advantage of our sophisticated automation and your role is reduced to simply providing source data and final acceptance. We do the rest – including delivery in multiple formats to multiple locations of your choice.

  • Retain in control of operations and management
  • Remain in control of signoff and acceptance
  • No need for internal servers
  • Training included
  • Simply supply all data needed
  • Delegate all production to Factbook
  • Remain in control of signoff and acceptance
  • No need for internal servers
  • No training needed
  • Simply supply all data needed

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