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Automated delivery of daily updated, interactive fund factsheets and web components

FactsheetsLIVE™ gives you the ability to automatically create fact sheets, charts, and fund data to view on desktop, mobile, or PDF.


Get started with FactsheetsLIVE™ today


We will be happy to advise you on the details.

Get in touch

Get started with FactsheetsLIVE™ today


We will be happy to advise you on the details.

Get in touch

The FactsheetsLIVE™ Suite

Create attractively designed, fully interactive factsheets in three easy steps:

 

  1. Collect data

    FactsheetsLIVE™ streamlines fund factsheet creation, while FactsheetLIVE™ web fetches price and portfolio data from the capital management company or custodian bank, allowing seamless integration of additional data sources.

  2. Design data

    Upon connecting your data sources, we collaborate to design the presentation of aggregated data, allowing you to select a standard template or customize a layout to suit your specific requirements.

  3. Publish data

    Once you’ve selected a layout, you have the flexibility to choose the publishing format for your fund data – be it desktop-optimized, mobile-friendly, or PDF – all seamlessly automated with FactsheetsLIVE™.

FactsheetsLIVE™ – Features

Compliance 

MiFID, EN ISO/IEC 17024 and BDSG data protection AND BaFin. 

 

Administration 

Master data and fees, investment philosophies AND strategies, manager and monthly comments, prices, volumes and distributions, synthetic benchmarks, peer groups.

 

Calculations 

Return, volatility, Sharpe ratio, alpha, beta, max. drawdown, VaR, correlations 

 

Charts and diagrams 

Performance, top holdings, sector allocation, country allocation, maturities & ratings. 

 

Customized design  

Customized layout, optimized for display on desktops, mobile phones or in PDF format. 

We work with financial services providers all around the world. Let us introduce you to our onboarding process.

Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.