Client Win

LGPS Central selects Factbook for factsheets, client reports and data automation

Factbook News -

FOR IMMEDIATE RELEASE LGPS Central selects Factbook for factsheets, client reports and data automation Factbook, a specialist provider of client reporting, fund reporting and data automation solutions to the investment community, today announces that LGPS Central has selected Factbook’s industry leading Studio10™ technology platform to populate and produce their Client Reports, Factsheets and automate their data ingress processes. “We faced a number of challenges with complex processes. Handling and transforming data from custodians and...

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Top Asset Manager selects Factbook Studio10™ for Investment Reporting

Factbook News -

Factbook, a specialist provider of client reporting, fund reporting and digital data management solutions to the investment community, today announced that a top asset manager has selected the industry leading Factbook Studio10™ reporting platform for their fund factsheet production across multiple business units. The service will encompass fund factsheets and other monthly fund reports for a number of retail and institutional applications. “This important client win serves to reaffirm the strength of Factbook’s proposition...

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Leading Global Asset Manager selects Factbook Studio10™ for Enterprise Investment Reporting.

Factbook News -

London – 08 October 2016 Factbook, a specialist provider of client reporting, fund reporting, marketing and data management solutions to the investment community, today announced that a leading global asset manager is fully implemented on Factbook’s industry leading Studio10™ reporting platform for their enterprise investment reporting including their client reports, Quarterly Investment Reviews (QIRs) and factsheets. With a long history, proud heritage, and one of the oldest names in the industry, the asset manager also...

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

Factbook News -

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...

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Top Asset Management firm selects Factbook for Global Client Reporting Solution

Factbook News -

London - 16 March 2015 Factbook, a specialist provider of client reporting, fund reporting and data management solutions to the investment community, today announced that another global asset management firm has signed up to their Factbook Client Reporting™ Solution using the industry leading Factbook Studio10™ technology platform. “The requirement was for a high quality client reporting tool which could not only deal with the large volumes of reports being generated, but more importantly, one that was...

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Momentum Collective Investments selects Factbook to enhance client reporting.

Factbook News -

Cape Town - 3 September 2013 Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announced that one of South Africa’s largest investment houses has selected Factbook Studio 10™ for the automated production of all of their collective investments fund factsheets. John Duncan, Technical Marketing and Product Management – Momentum Collective Investments, said “The industry’s principal marketing initiative and investor feedback is provided by the production of...

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Ignis Asset Management upgrades Investment Reporting with Factbook Solution.

Factbook News -

London - 18 July 2012 Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community, today announces a major asset management firm has embarked on a further extension of their deployment of Factbook Investment Reporting™ Solution. Ignis’ Investment Reports are distributed to clients of varied profiles as well as investment teams. By deploying Factbook’s hosted Investment Reporting solution, Ignis now ensures that this essential element of its client communications...

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