FactsheetsLIVE™ also for shares and bonds

With the FactsheetsLIVE™ service, we have supplied our fund customers with dynamic and up-to-date PDF documents in an automated manner for over ten years. Security information, market data and graphics can be individually combined. Whether you need information sheets, research papers or just factsheets for investment advice – we provide them in an up-to-date and automated form.

What you can expect from our service:

  • Individual design tailored to your specifications
  • Combination of securities master data and market data with enhanced content such as research texts
  • Integration of information and content from third party service providers
  • Automatic calculations and graphics updates (e.g. charts)

Achieve transparency and security for your investors and customer advisers. Take central control of factsheet content and information and ensure that your advisory process complies with all regulations and laws.