Factbook
Automated reporting and workflow solutions for asset and wealth management firms
Overview
Factbook delivers automated reporting and advanced workflow solutions tailored for asset management, wealth management, and investment management firms. The platform enables firms to meet growing demands for detailed and customized client reports, fund factsheets, pitchbooks, DDQs, and KIIDs through integrated data-driven automation.
The solution suite includes Client Reports for retail and institutional client communications, Factsheets for fund factsheet automation, Portals for dynamic web content delivery, Pitchbooks for sales presentation automation via PowerPoint add-in, DDQs for RFI/RFP/due diligence questionnaire automation, and KIIDs for regulatory Key Investor Document generation. The platform emphasizes on-time delivery, operational efficiency, compliance sign-off functionality, and seamless CRM integration with fully customizable corporate branding.
Key Features
- + Automated client report generation with custom branding
- + Fund factsheet automation with variable design templates
- + PowerPoint add-in for pitchbook and sales presentation automation
- + DDQ automation for RFI, RFP, and due diligence questionnaires
- + KIID generation with market and in-house data integration
- + Advanced compliance sign-off and workflow capabilities