We created a flexible and efficient framework for fund companies and asset managers who want a fast, turnkey way to deploy their up-to-date fund details. Now you can say goodbye to the tedious parts of fact sheet updates.
Off the shelf fact sheets you can use and edit, setting you up for a smooth and ultra-fast deployment.
If you require something more bespoke we’ll implement your own custom fact sheet design.
Refinitiv Lipper data comes standard, but you can add your proprietary data to any template.
Once you’re set up, recurring, tedious tasks are eliminated so teams can focus on core activities.
Including Equisoft’s Fund Center, a secure portal for reviewing, approving, and pushing fact sheets live.
Simple terms with a one-time set-up charge (based on the level of configurations & customization required) and on-going recurring fees (driven by the numbers of Fact Sheets produced).
Our fact sheet templates are as customizable as you need or want them to be. If you need something more, we can deliver that too.