Fund Reporting:
Automate and Customise
Fund Fact Sheets

Simplify your reporting process with our intuitive fund reporting tool. Automate the creation of high-grade reports, including print-ready fact sheets with more report types on the roadmap.

Use one of our industry-leading off‑the‑shelf integrations with well‑known data suppliers, or gather your own data in‑house and push to our platform. Automated fund reporting is just a few clicks away.

Our solution is designed to be flexible and customisable, allowing you to create bespoke fund fact sheets that match your branding and style. With distribution approvals and automated email notifications, you can easily ensure your reports are always up to date and compliant.