Factbook
HQ Address
Park House, Park Terrace, Surrey KT4 7JZ, United Kingdom
Website Address
Business introduction
Automated Reporting & Workflow Solutions
Factbook is a specialist at investment reporting automation. From Client reports through to Factsheets and Pitchbooks, Factbook’s solutions are designed to achieve a single goal – make your reporting teams more effective and more efficient
Factbook is a specialist provider of client reporting, fund reporting and data management solutions
Factbook solves complex reporting challenges for investment management houses. Our experts have a deep understanding of the asset management sector, coupled with advanced technical know-how.
Factbook’s technologies and Reporting as a Service help our clients to get the job done.
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......
