Turn live fund datainto investor-readyfact sheets.
Connect portfolio data, automate branded templates, and publish compliant materials in minutes — not weeks. Every number traceable, every version captured.
Works with the systems you already use.
Fact Sheet Studio connects to the data providers, custodians, fund admins, and internal systems you rely on — so your reports are always accurate, complete, and audit-ready.
How weeks become minutes.
A connected workflow that turns live data, branded templates, and compliance checks into investor-ready materials — in one controlled pipeline.
Data connected
Live syncFund admins, custodians, data warehouses, and benchmarks flow into one controlled source.
Template populated
Template readyBrand-approved PowerPoint templates are filled with fund data automatically.
Compliance checked
Rules passedRouted to compliance for review.
Published & delivered
DeliveredDeliver PDF, PPTX, SFTP, email, or API outputs to the right channels.
Not just another document tool.
Made for fund marketing, product, and compliance teams. Not a general-purpose doc tool stretched to cover work it was never designed for.
Customizable templates
Layouts that match your brand. Configure once, then reuse across every fund and share class.
Live data connections
Automatically import performance, holdings, and portfolio data from your fund admin, custodian, data warehouse, or benchmark provider.
Compliance built in
Get fact sheets approved faster. Publish drafts easily in the tool, eliminate back-and-forth versioning, and get to market sooner.
Renders that don't wait
Preview any change instantly. Full portfolio re-renders in under two minutes, even for hundreds of fact sheets.
Flexibility, built in.
Design your fact sheets in PowerPoint, the tool your team already knows. Fact Sheet Studio adds the flexibility to move fast and the control to manage brand, data, and version changes quickly and easily.
- Easily edit cover, performance, portfolio, management, and disclosures
- Data pulls dynamically, eliminating manual work that's prone to errors
- Real-time previews, so you can make updates confidently and iterate without waiting
MorningstarBloombergRefinitivNumbers you can defend.
Pull in live data from the systems you already trust. Every calculation is traceable, every version is captured, every restatement is prevented.
Time saved. Trust kept.
Teams that switch replace multi-day production cycles with hours, and eliminate the last-minute compliance scramble.
Reduction in production time
Multi-day cycles compressed into hours
Error elimination
Every number pulled and checked
Compliance restatements
A clean record since launch
Plans built for every reporting cycle.
Start with a single strategy, then scale across funds, share classes, users, and publishing workflows. Every plan includes unlimited renders.
- Up to 10 fact sheets
- 1 user seat
- Standard templates
- PPT and PDF publishing
- Up to 30 fact sheets
- 3 user seats
- Custom-branded templates
- Approval + compliance workflow
- Unlimited fact sheets & seats
- Multi-brand + share-class scaling
- SSO, audit trail, and SLAs
- Non-standard, custom data feeds
Need custom fund, share-class, or distribution requirements? We’ll shape the plan around your workflow.
Questions, answered.
Everything you need to know about moving fact sheet production onto one controlled, audit-ready system.
Still have questions? Talk to usNo — it works with PowerPoint, the tool your team already knows. You design fact sheets in PowerPoint; Fact Sheet Studio layers on live data, version control, compliance checks, and one-click publishing.
Days, not months. We connect your data sources and map your templates during onboarding, and most teams are producing live, investor-ready fact sheets within their first reporting cycle.
Morningstar, Refinitiv, and Bloomberg, plus custodian SFTP, fund administrators, internal data warehouses, REST APIs, and Excel/CSV. If you rely on a source we don’t list, we’ll connect it.
Yes. Bring your existing brand-approved PowerPoint templates — we map your data fields to them, so nothing about your layout, branding, or disclosures has to change.
Every fact sheet runs through a built-in review and approval workflow. Disclosures and calculations are checked, every version is captured, and the full audit trail stays traceable before anything is published.
Plans scale by fact sheets and user seats; Enterprise scales across funds, share classes, and distribution. Every plan includes unlimited renders — and we shape the details around your workflow.
Yes. Dedicated onboarding — including data connections, template setup, and team training — is included in every plan.