Archives of Factsheets

Investment Platform Reporting

Over the last few years, there has been a growing demand from investors for more transparency and better reporting around their platform performance reporting. This is particularly true for fund managers who are using platforms to administer their performance for their portfolios. In response to this demand, platform investment reporting solutions have developed extensive capabilities […]
3 years ago

The Digital Fund Factsheet Revolution

The investment manager is usually time-poor and has larger priorities such as outperforming the markets, as such fund factsheets are often a cumbersome afterthought. In order for the manager to be successful, they usually need to increase AuM and improve their marketing to reach new clients while keeping existing clients happy to prevent redemptions. When […]
5 years ago

Automated Fund Factsheets

Creating documents such as mutual fund factsheets or quarterly investment reports manually is a huge drain on resources and is prone to human error. Quant Reports can generate automated investment documents and backend analytical reports for investment committees and risk management. Our document automation platform uses the professional quality output with a powerful charting and […]
6 years ago