Fund Factsheets
Reduce risk, enhance productivity and increase scale
Reporting as a Service enables users to produce accurate and timely fund factsheets, without any limitation on volume or content. The cloud-based system revolutionises factsheet production.
Bespoke Factsheets
Our templates dynamically flex and iterate to produce bespoke factsheets for every fund, shareclass, region and language you require, with no manual intervention.
Assured Accuracy
Automated data checks and page layout validation ensure every factsheet is complete and accurate.
Cost Effective
Our pay-per-use model means that firms of all sizes can use Reporting as a Service for their factsheet production. With discounts for larger volumes, no firm is too big or too small.
Automated Distribution
Completed factsheets are automatically distributed to individuals, third parties and your portal/website.
Branding
Our templates support multiple brands and create factsheets branded to your precise style and design.
Reduced Risk
Any changes to the underlying data, text, footnotes, disclaimers etc. are automatically identified and updated in the factsheet. Each factsheet is supported by a complete audit trail.
Visit our solution pages to discover the features and benefits of Reporting as a Service.
We’d like to get to know you better.
If you have any questions regarding our Reporting as a Service solution, please let us know by clicking the button below. Is your firm currently facing any particular ‘pain points’ with your existing client and fund reporting system? We would be happy to arrange a call or meeting to discuss them in greater detail and explain how our cloud-based reporting solution may be the answer.