Product Factsheet Module

Global Fund Factsheet Generator

The Fund FactSheet generator is a marketing solution designed to deliver flexibility, accuracy and cost efficiency.
Firms can now automate the production of Investment Fund Factsheetswith ourl Fund Factsheet Generator module. Customizing your firm’s factsheets can enhance brand loyalty and maximize efficient distribution of your funds. The Fund FactSheet Generator can be integrated on corporate sites or within our Asset Allocation Analyst application to offer a complete advisor solution.

Key Features

  • Custom branded Factsheets 
  • Brand loyalty through automated cost efficient solutions
  • Access to over 30 Fundata and Morningstar data feeds
  • Accuracy, consistency and depth of displayed data/analytics
  • Over 100 international currencies and global data feeds for international markets
  • A global scalable solution available in English, French, Spanish and Arabic