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autoFactsheet produces automated, compliant fund factsheets for fund managers, ETF issuers, management companies and index providers worldwide, plus FCA CCI product summaries for any fund marketed to UK retail investors, wherever it is domiciled. Every figure is calculated from the fund’s own administrator, index and portfolio data, checked before release and cross-checked against the fund’s KID, so documents stay accurate and consistent. Factsheets are delivered in the client’s branding as accessible PDFs, with key figures attached as machine-readable data for platforms and distributors. Covers UCITS funds, ETFs, AIFs, indices and crypto ETPs, with other languages on request. For the UK’s new CCI rules (in force from 8 June 2027), autoFactsheet calculates the 1-10 risk score, costs in pounds and the 10-year performance graph, with a results workbook for compliance review. A managed service with no software to install. From £150 per fund per month, with a free sample built on your own

autoFactsheet lze nalézt v Investment Portfolio Management kategorie.