Top Asset Management firm selects Factbook for Global Client Reporting Solution
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Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
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To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
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London - 16 March 2015
Factbook, a specialist provider of client reporting, fund reporting and data management solutions to the investment community, today announced that another global asset management firm has signed up to theirFactbook Client Reporting™ Solution using the industry leading Factbook Studio10™technology platform.
“The requirement was for a high quality client reporting tool which could not only deal with the large volumes of reports being generated, but more importantly, one that was able to handle the unique data aggregation routines which are an inherent feature of each unique client mandated Due Diligence Questionnaire (DDQ) or RFI report. Moreover, the control of these routines had to be done in such a way as to allow non-technical users to create and modify rules as changing client requirements dictate. Factbook Studio10™ clearly and uniquely ticked all of those boxes.” said Marc Dukes, Director of Client Service at Factbook.
Abbey Shasore, CEO at Factbook said, “Our software not only stood up to the challenge, but so did our highly experienced staff – once again we have shown that Factbook industry expertise, our solution scope, an uncommon and demonstrable ability to scale up to the largest businesses and most sophisticated requirements in the sector, set us clearly above competitors. We have been chosen at the end of a thorough and demanding selection process – this is an important and exciting win for us.”
Shasore added, “The market knows Factbookfor strength and flexibility at the point of data interface and for our purpose-built workflow engine – and these factors contribute to a compelling and effective tour de force among reporting vendors.
This is a large reporting team, and one that is distributed across five time zones – with further additions expected in the near term.”
The Factbook Client Reporting™ Solution is available to other prospective clients immediately and like all Factbook solutions, it can be set up as a hosted deployment – reducing impact on internal IT teams to minimal levels.
Studio 10™ provides clients with a single, unified, extensible platform from which to oversee and manage the entirety of Factbook’s Solution Suite. With enhanced workflow management and monitoring, allowing process managers a completely customisable dashboard view of their reporting process across multiple channels – including Client Reports, Investment Reports, Factsheets, Feeds and Pitchbooks.
Factbook a specialist provider of fund reporting, marketing and data management solutions. Its innovative and complete process automation allows investment firms to draw data from any number of sources and leverage it across all business areas, not only through the Factbook suite of products, but also any third-party application. Factbook solutions enable investment firms to adopt a strategic view when solving tactical issues regarding reporting, communication and data management. News and other information about Factbook is available at www.factbook.co.uk