Factbook Factsheets™
is a fully automated factsheet production and delivery solution. The solution
can accommodate any design template and any number of variable outputs. Once in
place, our automated process removes the need for any manual intervention but
will accommodate your usual compliance sign off procedure.
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.
Please
to arrange a demonstration with a Factbook representative.
Quick, simple and efficient
Factbook Factsheets™
- Ensures consistent, timely delivery of accurate, high quality factsheets
- Provides immediate efficiencies
- Enables removal of arduous and risky manual procedures
- Gives flexibility and scalability
- Incorporate a robust workflow management system
- Advanced behaviour and rules based templates
- Time series commentary function
- Full audit trails
Please
to arrange a demonstration with a Factbook representative.
The Factbook Factsheets™
solution can be deployed in three different ways, each conferring its own unique
advantages and suiting specific client needs.
Fully Managed (Outsourced) Deployment
In this scenario the solution is entirely managed by Factbook. The only client
interaction with the system is the delivery of the underlying data. All other
aspects of the service are undertaken by Factbook, culminating in the delivery
of completed documents and content to the Client.
Hosted Deployment
Factbook hosts a fully functional solution for the use of the client. Any
functions which the client does not wish to undertake are managed by Factbook.
The advantage of this approach is that the client is free to decide which
aspects of the production process they wish to manage directly and which would
be outsourced to Factbook.
Enterprise Level Deployment
The Factbook solution is installed ‘in house’ on client hosted systems. The
client has full access to all aspects of the system and undertakes all
activities in house. Factbook will undertake any support activities requested by
the client, including remote access management, but ultimately the client has
complete solution management and administration.
Please
to arrange a demonstration with a Factbook representative.
To discover how Factbook
Factsheets™
can help you, please contact:
The Business Development team
Factbook Limited
(T) +44 20 7036 0309
(E)
Overview
Features & BenefitsDeployment OptionsMore Information
Factbook Feeds™ is a fully
automated data feed solution, capable of accepting any input format, and the
dissemination of virtually any output format. Sophisticated sense checks and
advanced verification filters enable automated retrieval, collation and
distribution of up-to-date, accurate and approved fund information utilising our
fully automated data management system and robust workflow management process.
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 jeopardised through poor and inaccurate
provision of data. Our Factbook Feeds™ solution ensures your
service level agreements, with regard to information flow, can be met easily and
consistently, time and time again no matter how many funds or distribution
channels you have in place.
Make sure your funds are getting on the right beauty parades, Factbook
Feeds ™ can send data to a wide variety of consultant databases and
ensure they have all the information they need to help them select your funds as
and when they need it.
Please
to arrange a demonstration with a Factbook representative.
Factbook Feeds™ ensures:
- Timely delivery of accurate fund information to third party distribution
platforms
- Ability to retrieve data from any source
- Reduction in reputational risk through advanced verification filters
- Flexibility to accommodate any number of output formats
- Fully automated with robust workflow management process
- You remain in control through sophisticated user across control, dynamic alerts
and advanced feed management tools
- Compliance is addressed through full system audit trails and logs
Please
to arrange a demonstration with a Factbook representative.
The Factbook Feeds™
solution can be deployed in three different ways, each conferring its own unique
advantages and suiting specific client needs.
Fully Managed (Outsourced) Deployment
In this scenario the solution is entirely managed by Factbook. The only client
interaction with the system is the delivery of the underlying data. All other
aspects of the service are undertaken by Factbook, culminating in the delivery
of completed documents and content to the Client.
Hosted Deployment
Factbook hosts a fully functional solution for the use of the client. Any
functions which the client does not wish to undertake are managed by Factbook.
The advantage of this approach is that the client is free to decide which
aspects of the production process they wish to manage directly and which would
be outsourced to Factbook.
Enterprise Level Deployment
The Factbook solution is installed ‘in house’ on client hosted systems. The
client has full access to all aspects of the system and undertakes all
activities in house. Factbook will undertake any support activities requested by
the client, including remote access management, but ultimately the client has
complete solution management and administration.
Please
to arrange a demonstration with a Factbook representative.
To discover how Factbook Feeds™
can help you, please contact:
The Business Development team
Factbook Limited
(T) +44 20 7036 0309
(E)
Overview
Features & BenefitsDeployment OptionsMore Information
Factbook Investment Reporting™
is fully automated investment reporting production and delivery solution. The
solution ensures the consistent, timely delivery of accurate, high quality
regular investment updates. Incorporating a robust workflow management system,
the solution opens up new and exciting ways to communicate fund information to
your clients and enables the removal of arduous and risky manual procedures.
Consistency, accuracy, quality and timely delivery are absolutely essential when
reporting to your institutional clients. We can ensure you get the basics right
with your regular investment updates, 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 potentially reputational, risks
inherent in manual procedures. The Factbook Investment Reporting™
solution is powered by one of the most robust automated systems currently
available. |
Workflow management is central to our automated report 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 reports will always be
produced on time with accurate and approved content.
Please
to arrange a demonstration with a Factbook representative.
Factbook Investment Reporting™
ensures:
- The consistent, timely delivery of accurate, high quality reports
- Improved efficiencies
- The removal of arduous and risky manual procedures
- Flexibility and scalability
- A robust workflow management system
- Accommodates any design template and any number of variable outputs
Please
to arrange a demonstration with a Factbook representative.
The Factbook Investment
Reporting™
solution can be deployed in three different ways, each conferring its own unique
advantages and suiting specific client needs.
Fully Managed (Outsourced) Deployment
In this scenario the solution is entirely managed by Factbook. The only client
interaction with the system is the delivery of the underlying data. All other
aspects of the service are undertaken by Factbook, culminating in the delivery
of completed documents and content to the Client.
Hosted Deployment
Factbook hosts a fully functional solution for the use of the client. Any
functions which the client does not wish to undertake are managed by Factbook.
The advantage of this approach is that the client is free to decide which
aspects of the production process they wish to manage directly and which would
be outsourced to Factbook.
Enterprise Level Deployment
The Factbook solution is installed ‘in house’ on client hosted systems. The
client has full access to all aspects of the system and undertakes all
activities in house. Factbook will undertake any support activities requested by
the client, including remote access management, but ultimately the client has
complete solution management and administration.
Please
to arrange a demonstration with a Factbook representative.
To discover how Factbook
Investment Reporting™
can help you, please contact:
The Business Development team
Factbook Limited
(T) +44 20 7036 0309
(E)
Overview
Features & BenefitsDeployment OptionsMore Information
Our Factbook Online™
solution enables the easy delivery of dynamic data driven content to your
website. Interactive tools will animate fund information and create the
flexibility for your clients and distributors to access the information they
require in the way they wish to view it. A fully automated system,
Factbook Online™
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 required, up-to-the minute. All controlled
from a centralised, easy to use platform.
By using Factbook Online™ visitors to your website will be able
to interact with your fund information. You will be able to offer live price
feeds, interactive factsheets and dynamic charting facilities. All charts and
supporting data can be accessed and manipulated to a level of flexibility and
freedom determined by you. Clients will be able to adapt charts and data to
reflect the timescales, formats and benchmarks of their choosing.
Using our Factbook Online™ Solution will maximise your website
potential and give your clients a reason to visit your website time and time
again.
Please
to arrange a demonstration with a Factbook representative.
Offering customised and customer-driven fund information Factbook Online™ enables:
- Easy delivery of dynamic web content
- Interactivity with fund information
- Automatic content updates
- Fund price feeds
Please
to arrange a demonstration with a Factbook representative.
The Factbook Online™
solution can be deployed in three different ways, each conferring its own unique
advantages and suiting specific client needs.
Fully Managed (Outsourced) Deployment
In this scenario the solution is entirely managed by Factbook. The only client
interaction with the system is the delivery of the underlying data. All other
aspects of the service are undertaken by Factbook, culminating in the delivery
of completed documents and content to the Client.
Hosted Deployment
Factbook hosts a fully functional solution for the use of the client. Any
functions which the client does not wish to undertake are managed by Factbook.
The advantage of this approach is that the client is free to decide which
aspects of the production process they wish to manage directly and which would
be outsourced to Factbook.
Enterprise Level Deployment
The Factbook solution is installed ‘in house’ on client hosted systems. The
client has full access to all aspects of the system and undertakes all
activities in house. Factbook will undertake any support activities requested by
the client, including remote access management, but ultimately the client has
complete solution management and administration.
Please
to arrange a demonstration with a Factbook representative.
To discover how Factbook Online™
can help you, please contact:
The Business Development team
Factbook Limited
(T) +44 20 7036 0309
(E)
Overview
Features & BenefitsDeployment OptionsMore Information
Factbook Pitchbooks™
is designed to be a powerful yet user-friendly tool and its interface will be
familiar to anyone used to operating Microsoft® PowerPoint®. It will provide
your sales team with access to consistently, up-to-date, accurate and approved
information on your products and services without the workload and potential
inconsistencies and risks associated with manual process. It enables you and
your team to develop and manage your own collection of slide libraries, access
performance data, create charts and templates and allows instant sharing across
your entire team. All from one, centralised, easy-to-use platform.
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 Pitchbooks™ will ensure consistency and accuracy
of content and brand across your entire range of product presentations. All your
presentations can be stored easily and efficiently in our slide library, for
your sales teams to access from a central point, as and when required. A
user-friendly interface ensures the end user can get the most out of the
service.
Please
to arrange a demonstration with a Factbook representative.
Factbook Pitchbooks™
ensures:
- Consistency across your entire suite of presentations
- Increased productivity at the point of sale
- Reduced workload at the preparation stage
- Automated update of accurate and compliant content
- Flexible, impactful presentations
- Instant, secure and accessible sharing
Please
to arrange a demonstration with a Factbook representative.
The Factbook Pitchbooks™
solution can be deployed in three different ways, each conferring its own unique
advantages and suiting specific client needs.
Fully Managed (Outsourced) Deployment
In this scenario the solution is entirely managed by Factbook. The only client
interaction with the system is the delivery of the underlying data. All other
aspects of the service are undertaken by Factbook, culminating in the delivery
of completed documents and content to the Client.
Hosted Deployment
Factbook hosts a fully functional solution for the use of the client. Any
functions which the client does not wish to undertake are managed by Factbook.
The advantage of this approach is that the client is free to decide which
aspects of the production process they wish to manage directly and which would
be outsourced to Factbook.
Enterprise Level Deployment
The Factbook solution is installed ‘in house’ on client hosted systems. The
client has full access to all aspects of the system and undertakes all
activities in house. Factbook will undertake any support activities requested by
the client, including remote access management, but ultimately the client has
complete solution management and administration.
Please
to arrange a demonstration with a Factbook representative.
To discover how Factbook
Pitchbooks™
can help you please contact:
The Business Development team
Factbook Limited
(T) +44 20 7036 0309
(E)
Overview
Features & BenefitsDeployment OptionsMore Information
Factbook KIID™
A recent market development which has been causing considerable discussion is
the UCITS IV Key Investor Information Document (or KIID).
Factbook have created an end-to-end solution in Factbook KIID™
that effortlessly assembles and incorporates market and
in-house data to deliver CESR “KIID essential elements”. The
service handles production and dissemination with ease and
produces print ready KIIDs in multiple languages
giving you one less thing to worry about.
Productions can be automatically scheduled in advance or on an
ad-hoc basis, easily allowing 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 up to date on the entire production process in real time.
Senior management supervision is equally as robust with the built-in
dashboard giving management immediate access to visual indicators of
progress / points of data failure.
Advanced data management handling capabilities mean the system can alert users, in advance, of
likely material changes which may affect your KIID production calendar. The
solution automatically calculates and monitors the Synthetic Risk Return
Indicator (SRRI) score attributable to each fund or share class; it not
only logs the results for future auditing (as per CESR guidelines)
but also provides notification of changes to the classification of a fund. If
the change is sustained for a significant period (current CESR guideline being
four months) then the KIID can automatically be reproduced in
order to reflect the funds new SRRI classification.
The Factbook KIID™ solution is available immediately, and can
be set up as an enterprise, hosted, or
fully managed (outsourced) deployment giving maximum
flexibility to match your requirements.
Please
to arrange a demonstration of Factbook KIID™.
Factbook KIID™
ensures:
- Ensures consistent, timely delivery of accurate, high quality, branded KIIDs
- Provides immediate production efficiencies
- Removes inherent risk of manual processing
- Calculates and monitors SRRI
- Provides Management with real time alerts
- Utilises a robust workflow management system
- Stores all data as a time series for further analysis
- Utilises high level management dashboard
- Reports on material changes in KIIDs
- Incorporates full audit trails
- Workflow incorporates multiple language capability
Please
to arrange a demonstration of Factbook KIID™.
The Factbook KIID™
solution can be deployed in three different ways, each conferring its own unique
advantages and suiting specific client needs.
Fully Managed (Outsourced) Deployment
In this scenario the solution is entirely managed by Factbook. The only client
interaction with the system is the delivery of the underlying data. All other
aspects of the service are undertaken by Factbook, culminating in the delivery
of completed documents and content to the Client.
Hosted Deployment
Factbook hosts a fully functional solution for the use of the client. Any
functions which the client does not wish to undertake are managed by Factbook.
The advantage of this approach is that the client is free to decide which
aspects of the production process they wish to manage directly and which would
be outsourced to Factbook.
Enterprise Level DeploymentThe Factbook solution is installed ‘in
house’ on client hosted systems. The client has full access to all aspects of
the system and undertakes all activities in house. Factbook will undertake any
support activities requested by the client, including remote access management,
but ultimately the client has complete solution management and administration.
Please
to arrange a demonstration of Factbook KIID™.
To discover how Factbook KIID™
can help you, please contact:
The Business Development team
Factbook Limited
(T) +44 20 7036 0309
(E)
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