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Factbook – automation like no other.

From Client reporting through to Factsheets and Pitchbooks, Factbook’s solutions are custom built to achieve a single goal. They use sophisticated automation to make your reporting teams more effective and more efficient.

With Factbook’s solution suite, powered by Studio 10™, you won’t just save time and take the risk out of investment reporting. You’ll do more.

Client Reports

Factbook

Client Reports™

An industry leading, end to end, workflow driven, client reporting solution.

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Factbook

Factsheets™

A fully automated, workflow driven, factsheet production and delivery solution.

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Factbook

RFI™

A fully automated, workflow driven, RFI and DDQ production and delivery solution.

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Factbook
Pitchbooks™

Provide your global sales force with access to consistent, accurate and approved up to date information.

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Factbook
Web Services™

Factbook Web Services™ enables the easy delivery of dynamic data driven content to your website.

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Factbook
Analytics™

An advanced, professional workstation that allows you to retrieve and manipulate your data.

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Factbook
Data Management™

The building block which gives our clients the ability to aggregate, transform and publish data globally.

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Factbook
KIID™

An end-to-end KIID solution all the way through to automatic multi-channel global dissemination.

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Factbook
Feeds™

Factbook Feeds™ is capable of accepting any input format and disseminating data in any format.

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Your solution driven by our technology

Today, investment firms are increasingly looking to outsource a range of non-core functions, in order to turn attention towards their main competencies. Factbook™ is a specialist provider of technology driven reporting solutions, specifically designed for investment managers, to facilitate the efficient management, communication and distribution of fund information. Our mission is to make this critical aspect of your business easier and simpler to manage, and enable you to concentrate and focus on your core activities.

Factbook™ offers the most flexible and efficient range of automated data management and fund reporting solutions currently available in the marketplace. Our aim is to ensure your investment reporting is always of the highest quality, is consistently accurate and is always delivered on time, regardless of the combination of formats or the volumes involved. Please contact us today to find out more information on any of our solutions and how we can help you make your information and data work for you.

Find out how Factbook solutions can help your business today
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Stay ahead of the curve – learn more about Factbook products and services

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Case Studies

A selection of our work to date.

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News & Events

Latest industry news and updates.

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Blog

Latest thoughts from our team.

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Factbook Professional Partners

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Interested in becoming a Factbook Partner?

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