Automate your, factsheet production.

Yes, absolutely. You can bring your own fonts & logos.

Sure, we can create templates based on the designs you supply.

Getting in touch with our support team is as easy as sending an email. However, if you prefer a more hands-on approach and would like to make style changes yourself, the process is straightforward and easy to follow. We would be happy to demonstrate how to make style changes on your own. Click here to arrange a demo.

We provide an extensive range of data-related and report services, which cannot be easily summarized in a pricing table. Typically, each project requires a certain level of customization and integration work, resulting in a one-time setup cost and a nominal monthly fee that covers hosting, maintenance, and support. While it's difficult to provide an exact cost estimate without a detailed understanding of your project's specific needs, we would be delighted to provide you with a quick quote. Click here to get in touch.

Our dashboard is designed to be user-friendly, while maintaining strict security measures. However, if you prefer to upload and download files from a secure location, we can accommodate your needs by providing a secure dropbox option (SFTP/S3). Typically, reports are generated within a matter of seconds, but if you would like to receive email notifications when reports are ready, we offer this option as well. In the event that you require a dedicated setup for processing a high volume of reports, we are happy to discuss this with you.

Our workflow module can be customized to store and distribute your categorized documents to your preferred destination, whether it be your own SFTP or S3 bucket, or other industry platforms such as FE FundInfo.

Yes, we provide a sandbox environment for testing purposes. Once you are satisfied with the outcome, you may deploy the changes to the live environment.

Certainly, our application is capable of producing an array of documents, including factsheets, marketing materials, statements, and regulatory reports. Additionally, we provide a diverse range of data-related services. Contact us for a quick discussion.

At the heart of our work lies security, which is of utmost importance to us. As a UK-based registered company, we adhere to the regulations set forth by the DPA and GDPR. We frequently scan our application for any potential security vulnerabilities, and it is hosted on Amazon Web Services (AWS), a highly respected and dependable cloud provider. Please see AWS Compliance. We also offer a dedicated cloud setup as part of our enterprise offering. Contact us for a quick discussion.

Generating reports often requires expertise in data parsing and programming. If your organization already possesses these skills and solely requires an API for report generation, we provide a REST API with features such as CMYK, fonts, charts, styles, and more. Contact us to discuss the next steps and demo.