ServicesFactsheetsLIVE™ gives you the ability to automatically create fact sheets, charts, and fund data to view on desktop, mobile, or PDF.
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.
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.
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™.
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, correlations
Performance, top holdings, sector allocation, country allocation, maturities & ratings.
Customized layout, optimized for display on desktops, mobile phones or in PDF format.
Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.
FactsheetsLIVE™ Suite