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    Automated Factsheet Production
    Add information using Excel, .xml or our online form
    Simple template duplication and multiple language options
    Clear & Intuitive User Interface
  • Slide 3
    Comprehensive Process Management
    Automatically generate Factsheets
    Easy Branding and Customisation
    Simple Pricing Structure & Competitive Rates

Learn how autoFactsheet can streamline your Factsheet Document production

Give your team the right tools for generating Factsheets and save thousands!
Why not take this simple step and release your staff to do more profitable activities?

Document Templates

Choose from a wide range of designs

autoFactsheet includes comprehensive customisation options to incorporate the look and feel of your brand into the templates. This allows your Factsheets to blend in with your other corporate documents with the same aesthetic appeal.

Automated Graphical Updates

Update Performance data at the push of a button

The hassle of importing current data into graphs and tables on a regular basis will be a thing of the past. Our experienced staff will assist you in linking the document template with your spreadsheets or other sources. Once completed updating future Factsheets is effortless.

Excellent Support

Friendly support team on hand to help you

Our support team are dedicated to getting you up and running as soon as possible. Support lines are open 7am to 7pm, Monday to Friday with our friendly staff awaiting your call. Plus a dedicated account manager to ensure your expectations are exceeded.

Build Process

See how autoFactsheet works

Integration

Link your data sources using Excel, XML or web interface to autoFactsheet to present graphs, tables or other automatically driven elements of your Factsheets.

Monitoring

AutoFactsheet includes a comprehensive monitoring service covering the likes of SRRI if included in your documents.

Production

The autoFactsheet team will assist you in producing the templates of your documents. Each template has text , logo’s and styling added to your design. Final draft versions are presented for review before you sign off the templates for production.

Dissemination

Upon completion of each round of Factsheet production the documents are finally archived within the platform. All that remains is the dissemination of the documents to your chosen recipients e.g. investors, regulators,  displayed on website etc.

Why Choose Us

So many good reasons

The autoFactsheet team are dedicated to creating products specifically tailored for the alternative investment industry which offer real benefits resulting from timesaving, cost reduction or innovation.


Our team have over 20 years’ experience in the alternative investment space which offers valuable insight into how to aid the productivity and ultimately the profitability of your business.


With a keen eye on the industry trends and upcoming legislative changes our team are always looking for new products to aid you or attributes to add to our existing range to increase their value to you.


All our products are hosted on our own private cloud infrastructure, on redundant hardware located in multiple data centre locations. So in any eventuality our products and services are always online and available to you.


If you have a software development need and require a professional team to deliver the project then please get in touch. Our team are based locally in London. They are ready to listen to your ideas, translate this into a custom product and deliver on time and on budget.


Our team are now developing an expansion of the platform to meet the EU legislation requirements for Packaged Retail Investment and Insurance Products (PRIIP). Like KIID’s, the aim of PRIIP is to make it easier for retail investors to compare products to each other. This is currently due to take effect some time in 2016.