Factsheets & Document Production
How do we help?
Factsheets and investor documents are often the first point of interaction with end investors and distribution partners. Accuracy, consistency, and time to market are critical.
iQuant Solutions provides a centralized platform to manage data, construct documents, and deliver outputs across formats and channels.
Report Production
Factsheets and other materials are produced through a configurable report builder within a controlled workflow.
Clients can select standardized templates aligned with their brand, or create fully customized document layouts with complete control over structure and content. This supports a wide range of document types, from fund factsheets to marketing materials and client-specific reports.
Outputs can be generated in multiple formats, including PDF and web-based formats via iQuant Space, ensuring flexibility in how content is presented and consumed.
Data, Calculations, & Content Management
High-quality documents begin with accurate and well-governed data.
We integrate fund data, performance, and other relevant inputs from multiple sources into a single platform, where validation is applied throughout the process. The platform supports performance calculations and other derived data required for factsheets and marketing materials, ensuring consistency across all outputs.
Clients can manage both quantitative data and narrative content within the same framework, with full control over inputs. Updates are reflected in real time, allowing users to review live renderings of documents as changes are made.
How we do it?
Calculations
iQuant Solutions’ Factsheet service includes the calculation
of the following metrics based on raw input data:
Risk and Portfolio Metrics
Past Performance and growth of £10K
Holdings and Allocations
ESG Metrics
Translations
We support scalable multilingual document production by working with client-preferred translation providers. Where required, we can also connect clients with established translation partners to support efficient and consistent delivery across jurisdictions. This approach ensures messaging remains aligned across all documents while maintaining a controlled and streamlined production process.
Dissemination
Documents can be delivered directly to your environment or distributed to platforms, partners, and end recipients through email, SFTP, or API. The platform provides visibility into distribution status and recipient lists, supporting a transparent and controlled dissemination process.
Platform
All data, calculations, and document outputs are managed within a single platform. This centralized approach ensures consistency across documents, reduces operational complexity, and provides a clear audit trail from data input through to final distribution.
Why iQuant Solutions for Factsheet Production?
Flexible document design supports both standardized templates and fully customized outputs. Centralized data and calculations ensure consistency across all materials, while automation reduces manual effort without compromising control. Integrated document and data management simplifies production and distribution across client and regulatory use cases.
Manage, validate and deliver your fund data — all in one platform.
Access and manage fund data, regulatory templates and performance reports from anywhere, anytime. Our cloud-based platform helps financial institutions centralize reporting, automate calculations and deliver compliance-ready outputs at scale.
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