Top Asset Manager selects Factbook Studio10™ for Investment Reporting
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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.
HOW TO SUBSCRIBE
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.
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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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Please click here for more information on Premium features or contact us.
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Factbook, a specialist provider of client reporting, fund reporting and digital data management solutions to the investment community, today announced that a top asset manager has selected the industry leading Factbook Studio10™ reporting platform for their fund factsheet production across multiple business units. The service will encompass fund factsheets and other monthly fund reports for a number of retail and institutional applications.
“This important client win serves to reaffirm the strength of Factbook’s proposition in this market. We have just been selected above all other competing products and that puts us in the leading position in South Africa.
Our reporting solutions are underpinned by a unique combination of leading technology and superior market expertise. We continue to expand our footprint in South Africa with excellent value solutions.” said Karen Coleman, Director of Business Development South Africa, at Factbook.
Factbook CEO Abbey Shasore added: “Factbook solutions are best in class for any manager looking to address their investment reporting challenges. We are delighted to have been selected for this key project by a leading asset management firm in a market that is of increasing importance to us.”
In this outsourced line of business process Factbook will be responsible for the entire production process from data ingestion through to the final dissemination to multiple recipients and consumers.
Factbook solutions make it easy for firms to manage the entire reporting cycle – from workflow-driven data ingestion and production through to final distribution to multiple consumers. All with complete process transparency. Factbook is already trusted to deliver tens of thousands of reports each month using its increasingly popular managed service model.
About Factbook Studio 10™
Easy to use: Factbook Studio 10™ provides a single, unified, extensible platform from which to operate, oversee and manage the entirety of a firms reporting requirements with a full 360-degree view.
Take control: Factbook Studio 10™ boasts enhanced workflow management and monitoring, allowing users a completely customisable dashboard view of their reporting process across multiple channels – including Client Reports, Investment Reports, Factsheets, Feeds and Pitchbooks.
About Factbook
Factbook is a specialist provider of client reporting, fund reporting 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.
For additional information on Factbook’s Solution Suite™, or any other Factbook related information, please call us on +44 (0) 20 7036 0309 or email Factbook at solutions@factbook.co.uk.