READY-TO-USE TEMPLATES
WELL-DESIGNED CHARTS
COMPREHENSIVE STATISTICS
Key Features
Beautiful Design
There are many beautiful ready-to-use factsheet templates available that will get you going in no time.
Custom Layout and Branding
None of our standard templates suits your needs? We’ll be happy to prepare a unique layout and design for your report.
Comprehensive Statistics
Automated calculation of a wide range of fund performance and risk calculations, including SRRI.
Interactive Charts
No more boring numbers. With our dynamic charts, you can easily create powerful visuals to assist in telling your data’s story.
Web Widgets
The widgets provide you with additional functionality for your website while we deal with all the development.
Full API
Want to use your data in other applications? Our API which gives you full access to all your data, calculations, statistics and charts. You can then include it on any part of your website or other applications.
Data Connectivity
Automate fund factsheet production through direct connectivity to your source data, file transfer and batch data uploads.
Regulatory Insights
Book Your Demo Now
Ready to experience how our multi-modular system can transform your approach to investment compliance, regulatory reporting, risk monitoring, and investor document production? Book your demo now by selecting a date and time that works best for you from the calendar below.
Once you’ve completed the booking, our team will promptly email you to confirm the details of your demo session. Our demos typically last around an hour, during which we’ll showcase the power of our platform firsthand!