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Marc J Dukes
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Factbook Data Management™

Factbook Data Management™ is employed in the delivery of all our solutions, whether as a hosted, managed or an enterprise level deployment. Factbook Data Management™ is the building block which enables our clients to develop a data management strategy that provides unsurpassed data collection and control, data accessibly and workflow management whilst turning data management and distribution into a strategic and attainable competitive advantage.

Data Management is now firmly on the agenda of the investment management community, it is becoming more critical than ever for investment managers to have control and access to timely, reliable and relevant data which must enable efficient management, communication and distribution of fund information.

The benefits include transparency, reduced risk, improved client retention, consistent communications across all distribution channels, a reduction in fixed costs and the resulting liberty to focus on core competencies.

Our vast experience and knowledge of managing complex fund centric data is a core skill set at Factbook, we have distilled, transformed, and built on this knowledge in partnership with our clients, and the resultant solution is Factbook Data Management™.

Factbook Data Management™ offers:
  • Acquire data from any source
  • Apply verification and validation rules
  • Control process with intelligent “my workflow”, business process management and audit
  • Deliver data to core business applications and communication channels
  • Reduce the total cost of ownership of data management processes
  • Improve service levels with internal and external consumers and clients
  • Enable your staff to focus on value-added activities

More information can be found at

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Factbook KIID™

Factbook have created an end-to-end solution in Factbook KIID™ that effortlessly assembles and incorporates market and in-house data to deliver accurate and up to date Key Investor Documents. The service handles production and dissemination with ease. It produces print ready KIIDs in multiple languages which gives you one less thing to worry about. Productions can be automatically …

Factbook RFI™

Factbook RFI™ is the complete solution for the automation of Request for Information, Request for Proposal and Due Diligence Questionnaires. More information can be found at or search “Factbook Solutions”

Factbook Client Reports

Factbook Client Reports™ is an end to end client reporting system. More information can be found at or search “Factbook Solutions”