Factbook Client Reports

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Factbook Client Reports™ allows you to meet the growing demands from retail and institutional clients for more detailed and tailored information. Our solution enables even the smallest teams to produce large volumes of highly individualised quality documents.

Factbook Client Reports™ has been designed to distribute information to your clients effectively and efficiently.

Flexible enough to adapt to any design template,Factbook Client Reports™ can gather data from any source and in any format and present it in the output of your choosing, simply and easily. Once in place regular reports can be updated automatically, without manual input, allowing the freedom to produce accurate and consistent documents, as and when required.

Factbook Client Reports™ ensures accurate and approved information is distributed on time, in the manner tailored to your clients’ requirements with a workflow management system in place that delivers best practice production controls designed around your needs.

Enhance your service proposition and give your clients what they want – the right information at the right time and presented in the format they require.

Key Benefits

Factbook Client Reports provides:

  • accurate, customised reporting
  • on time delivery, every time
  • improved efficiencies
  • integrated advanced workflow
  • seamless integration with CRM systems
  • reduction in operational and reputational risk
  • significant added value for your clients
  • fully customised corporate branding
  • advanced compliance sign off functionality