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Create updated, interactive, fund fact sheets

FactsheetsLIVE™ brings your investor data to life with stunningly beautiful, dynamic, interactive fact sheets.

See a fact sheet
You'll receive one today.
Customers love FactsheetsLive™!


Beautifully designed, dynamic, flexible, and fully interactive fact sheets.

How it Works

FactsheetsLIVE™ gives you the ability to automatically create fact sheets, charts, and fund data to view on desktop, mobile, or PDF.
Collect the Data
FactsheetsLIVE™ facilitates the creation of fund fact sheets, while FactsheetLIVE™ web obtains your price and portfolio data — directly from the capital management company (or the custodian). Data from additional sources (e.g., vendors, APIs, internal data interfaces, etc.) can be integrated.
Design the Data
Once your data sources are connected, we'll work with you to design how the aggregated data is displayed. Choose between our catalogue of standard templates, or work with our team to design a layout that's tailored to fit your specific needs.
Publish the Data
After the layout for your data has been designed, you have control over how that data is published and deployed. With FactsheetsLIVE™, your up-to-date fund data can be published to desktop, mobile, or PDF — automatically.

Automated, MiFID compliant, fund data.

We take the load of calculating key figures, and sharing your most important data, off your plate.
MiFid, EN ISO/IEC 17024 and BDSG Data protection, AND BaFin
Master data and fees, Investment Philosophies AND Strategies, Manager and Monthly Comments, Prices, volumes, and distributions, Synthetic benchmarks, Peer groups
Return, volatility, Sharpe ratio, Alpha, beta, max drawdown, VaR, correlatioN
Charts & Diagrams
Performance, Top Holdings, Industry allocation, Country allocation, Durations & Ratings, pay once
See a fact sheet
We'll send you a high-res sample.

Daily creation, MiFID-compliant, charts and figures


Interactive charts, website integration, client login portals


Up-to-date data available on iPhone, iPad, and Android

Have a question?
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