FactsheetsLIVE™ brings your investor data to life with beautifully designed, dynamic, flexible, and fully interactive fact sheets.
FactsheetsLIVE™ gives you the ability to automatically create fact sheets, charts, and fund data to view on desktop, mobile, or PDF.
FactsheetsLIVE™ facilitates the creation of fund fact sheets, while FactsheetLIVE™ web obtains your price and portfolio data — directly from the capital management company (or the custodian). Data from additional sources (e.g., vendors, APIs, internal data interfaces, etc.) can be integrated.
Once your data sources are connected, we’ll work with you to design how the aggregated data is displayed. Choose between our catalogue of standard templates, or work with our team to design a layout that’s tailored to fit your specific needs.
After the layout for your data has been designed, you have control over how that data is published and deployed. With FactsheetsLIVE™, your up-to-date fund data can be published to desktop, mobile, or PDF — automatically.
We take the load of calculating key figures, and sharing your most important data, off your plate.
MiFid, EN ISO/IEC 17024 and BDSG Data protection, AND BaFin
Master data and fees, Investment Philosophies AND Strategies, Manager and Monthly Comments, Prices, volumes, and distributions, Synthetic benchmarks, Peer groups
Return, volatility, Sharpe ratio, Alpha, beta, max drawdown, VaR, correlation
Performance, Top Holdings, Industry allocation, Country allocation, Durations & Ratings, pay once
HAPI-based fund integration for your websites and tools.
Automated delivery of daily updated, interactive fund factsheets and web components.
Compile individual portfolios from any number of funds.
Your ESG marketing material surrounding the regulatory required documents
Automate the generation of your shares and bonds factsheets
Enable your customers to compare your funds.
Publish and distribute fund data, reports, and portfolios
Help customers easily identify the best investments
Display a list of key figures, fees, and portfolio data
Easy to use tailor-made backend fitted exactly to your processes
Automatically create factsheets for fund portfolios
Performance contribution transparency for your investors
Help customers find the right plan with this online tool
Online calculator for inventory, purchases, and sales
Compare your fund in a customer-specific peer group