Factbook
HQ Address
Cavendish House, Cavendish Avenue, Surrey, KT3 6QQ, United Kingdom
Website Address
Business introduction
Factbook – automation like no other
Quick, simple and specific solutions for efficient and accurate retrieval, production and dissemination of fund information
Factbook is a specialist provider of technology driven solutions designed to facilitate the efficient management, communication and distribution of financial information for the investment management industry.
Our mission is to make this critical aspect of our clients’ business easier and simpler to manage. Our products and services are designed to consistently deliver accurate financial information, on time and in the required format, regardless of volume.
We offer one of the most flexible and efficient ranges of data management and fund reporting solutions currently available in the marketplace. Our range of solutions are designed to meet the specific needs of marketing, operations, sales, distribution, performance measurement and IT departments and are available in simple, solution led modules that ensure you only employ the services you actually require.
Solutions designed to save time, resource and money.
Factbook Solutions
Factbook Analytics
All the data is automatically updated and maintained, ensuring consistency and integrity, at all times. An almost limitless data repository and calculation engine powers Factbook Analytics™, providing a streamlined and comprehensive platform from which to conduct powerful analysis and create effective charts and reports. Factbook Analytics™ will open up a whole......
business needs
view solutionFactbook Client Reports
Factbook Client Reports™ has been designed to distribute information to your clients effectively and efficiently. Flexible enough to adapt to any design template, Factbook Client Reports™ can gather data from any source and in any format and present it in the output of your choosing, simply and easily. Once in place regular......
business needs
view solutionFactbook Data Management
Factbook Data Management™ is the building block which enables our clients to develop a data management strategy that provides unsurpassed data collection and control, data accessibly and workflow management whilst turning data management and distribution into a strategic and attainable competitive advantage. Data management is now firmly on the agenda of......
business needs
view solutionFactbook Factsheets
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,......
business needs
view solutionFactbook Feeds
The increasing number and variety of fund platforms and the complexity of distribution partnerships is becoming an everyday part of the investment management landscape. Ensure accurate fund information is always delivered to your distribution partners on time and without fuss by utilising our Factbook Feeds™ solution. Relationships and reputations can be......
business needs
view solutionFactbook KIID
Productions can be automatically scheduled in advance or on an ad-hoc basis. It easily allows for re-runs for material changes. Integrated dissemination tools automatically dispatch single, grouped or multiple KIIDs to several locations simultaneously, further reducing your time to market. Factbook’s integrated workflow and custom alerts keep you abreast and......
business needs
view solutionFactbook Pitchbooks
We know your presentations are crucial to your sales and marketing activity. Factbook Pitchbooks™ can complement and enhance how you and your team interact with your existing stable of presentations. It will give you control by providing a centralised platform from which to automatically generate presentations and update content. Using Factbook......
business needs
view solutionFactbook RFI
Factbook RFI allows report build scheduling to be controlled in exquisite detail. Fully supporting event and/or schedule driven production and allowing report builds to be prioritised over others within the bulk report building cycle. For example, priority reports can be built immediately upon data availability (event driven) with the remaining......
business needs
view solutionFactbook Web Services
A fully automated system, Factbook Web Services™ allows any time sensitive data to be automatically updated throughout your website, quickly and easily, ensuring information is always up-to -date and relevant. And you can choose how frequently you wish the updates to take place be that daily, weekly, monthly or, if......
