Fund Fact Sheets
Dashboard Reporting
Well-designed Charts
Beautiful Factsheets
Comprehensive Statistics
Ready-to-use Templates
Key Features:
Beautiful Design
There are many beautiful ready-to-use factsheet templates available that will get you going in no time.
Interactive Charts
No more boring numbers. With our dynamic charts, you can easily create powerful visuals to assist in telling your data’s story.
Comprehensive Statistics
Automated calculation of a wide range of fund performance and risk calculations, including SRRI.
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.
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.
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