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, every time, month after month.

Factsheets form the cornerstone of much marketing activity in the asset management industry. Consistency, accuracy, quality and timely delivery are absolutely essential. We can ensure you get the basics right with your factsheet production, removing arduous manual inputting and opening up new and exciting ways to communicate fund information to your clients.

We believe that only by adopting a fully automated system can you hope to deliver increased efficiencies, be fully scalable and offer the ability to reduce both the costs and the operational, and potential reputational risks, inherent in manual procedures. The Factbook Factsheets™ solution is powered by one of the most robust automated systems currently available.