Fund factsheet automation
Populate approved templates from governed fund data. Produce MDDs and factsheets consistently across local and international fund structures.
Fund Factsheets
Automated, branded factsheets and MDDs
Fund Factsheets · Features
Everything Fund Factsheets includes
Template-driven fund factsheet automation, DFM white-labelling, controlled sign-off, and multi-channel publishing.
Production
Risk metrics in-platform
Risk metrics are calculated as part of the production run, so they stay with the same process and data as the rest of the publication.
DFM WHITE-LABELLING
White-label stylesheets & banners
Apply client-specific branding to the same underlying fund, with overridable properties where commentary or positioning differs.
Model portfolios at scale
Produce packs across multiple discretionary ranges without creating a separate production process for each client brand.
APPROVAL & AUDIT
Dual-role sign-off
Documents move through dual approval before publication, with a record of who approved what and when.
Validation & audit trail
Validation highlights issues before publication, and every change remains visible in the audit history.
PUBLISHING
Publish to multiple destinations
Publish the same approved package to email lists, FTP, SharePoint or your website.
Bulk publish
Whether you're publishing five funds or five hundred, the process stays the same.
See automation on your fund range
Book a 20-minute demo and we'll walk through your current production process, from template updates and sign-off through to publishing and DFM white-labelling.