Factsheets are attractively designed and have useful content. But they’re of little use if investors aren’t aware of them. FactsheetsLIVE™ enables freshly generated datasheets to be automatically published on your website overnight on a daily basis. Charts and key figures can also be integrated directly into the website. A SOAP interface ensures seamless interoperability with all content management systems.
This includes automatically sending factsheets (e.g. by email) to interested parties and investors at set intervals (FactsheetsPUSH). Integrated subscription fields on your website (“Order Newsletter”) can be integrated for the perfect automation.
Interactive website charts
Among the specialities of FactsheetsLIVE™ is the automatic inclusion of up-to-date charts where the accounting period changes when the mouse moves over them (e.g. YTD, 3 months, 1 year, 3 years, since launch), with an integrated benchmark and image backing. As with the content of the factsheets displayed on the website, it goes without saying that these charts are updated daily!
cleversoft provides a complete interface description so that customers’ webmasters can integrate the factsheets into the website by themselves. cleversoft is also happy to provide the customer with a website programmer who can integrate the interface into the customer’s website on an hourly basis.
Make your fund information, incl. factsheets, charts and all the other advantages offered by FactsheetsLIVE™, available on mobile devices:
- For iPhone and iPad
- Adapted to your corporate identity
- Product data updated daily
- Master data & portfolio
- Charts & key figures
- Performance tables
- PDF factsheets
- Optional: Videos
- Optional: Android version