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.


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.

Investment Reporting
Commentary Management
Content Aware Reports
Future-proof your Client and Fund Reporting

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.

“The fund factsheets are highly informative and content-rich, and all the reports are automatically electronically distributed as soon as they are approved by the reporting team.”

Edinburgh Partners

“The user dashboards are simple, powerful and fast”

Manager, Investment Reporting

“We are confident that we have selected the right partner to deliver the solution and to work closely with us as our business evolves.”

Ken Fraser, Client Relations Partner, Edinburgh Partners

“No stale reports with Reporting as a Service”

Reporting Team Leader

“Edinburgh Partners select Reporting as a Service to replace their legacy reporting system; initially providing “like-for-like” reports whilst delivering enhanced flexibility, scalability and a future-proof model.”

Edinburgh Partners

“Report rendering is quick, no more long overnight production batches”

Team Manager, Fund/Investor Reporting

“Data files were dynamically linked so that any changes to the data could be immediately reviewed within the report output.”

Edinburgh Partners