Factbook Client Reporting™

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

Flexible enough to adapt to any design template, Factbook Client Reporting™ 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 Reporting™ 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.

• Accurate, customised reporting
• On time delivery, every time
• Improved efficiencies and a reduction in operational and reputational risk
• Significant added value for your clients