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# Factsheets Created

in 2020


# Templates Created

in 2020
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Complex Data Clearly Conveyed

Creating engaging documents is our forte. We integrate with external data sources and can deliver documents using various methods including FTP/SFTP.

Investment Documents

Potential investors study this for insights into your fund. It typically contains the investment objective, top holdings, past performance and other important information.

Minimum Disclosure Documents

A Minimum Disclosure Document (MDD) is an alternative name for a factsheet. It is a regulated document which shows existing and potential investors information about the investment.


Key Investor Information Documents

A Key Investor Information Document (KIID) is a regulatory document about an investment. It contains important information regarding the objective and its risks.

General Investment Statements

A General Investment Statement is a quarterly document which describes the latest fees as well as the changes in the investment holdings.

How Long Until I am Automated?

Contact us today and you’ll be experiencing hassle-free factsheet creation in roughly 20 business days.

Initial Contact

Typically we do a proof of concept for our clients, so be ready to send us data and a template (if one is available).

0 Days


A proof of concept takes about 10 business days. At this stage, you will need to make a decision. We will then provide a service level agreement with the discussed terms and deliverables.

2nd Week
+- 10 Business Days


During this phase we implement all your documents using our technology and set up the file delivery of your choice.

4th Week
+- 20 Business Days

Document Creation

Once the templates and process have been created, it typically takes one to two business days to create the documents and deliver them to our clients.

1-2 Business Days


The prices below give you an indication and may change depending on your requirements.

  • Basic
  • Ideal for businesses that require between 10-20 documents.
  • $125 / document
  • Custom Design and Branding
  • Bespoke Calculations
  • File Delivery Mechanism
  • Email Support
  • Standard
  • Best suited for financial firms that require between 20-50 documents.
  • $100 / document
  • Custom Design and Branding
  • Bespoke Calculation
  • Existing System Integration
  • File Delivery Mechanism
  • Email Support
  • 3-8 Free Monthly Support Hours
  • High Volume
  • For companies requiring 50+ documents.
  • Pricing Upon Request
  • Custom Design and Branding
  • Bespoke Calculation
  • Existing System Integration
  • File Delivery Mechanism
  • Email Support
  • 8+ Free Monthly Support Hours

Need Changes?
No Problem.

We offer email support, in case you need to make changes to your document templates.


Email Support

We don’t charge for small changes to your templates. For more significant alterations, we offer free email support hours every month – the number of free hours is dependent on how many documents we create for you.

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Get in touch. We would love to hear from you to see if we can assist your business.

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