Automatically create interactive fund factsheets with Invessed.
Distributing fund data to advisors and investors does not need to be a chore. With the right toolkit, it can be the best and brightest showcase of your brand and fund range.
With Invessed fund reporting, clients can explore your fund range with intuitive filters and personalised listings, while interactive fund factsheets let your clients interact with fund performance and allocation.
Investment reporting on over €200Bn combined AuM
Fund factsheets and interactive reporting
- Fund explorer, with intelligent filters, search and watchlists. Price and performance comparison, and easy access to key documents.
- Interactive fund factsheets, with commentary, discrete and cumulative performance graphs.
- Asset allocation breakdowns, holdings and fund characteristics.
Automated data and document processing
- Source data from your systems, or market providers such as Morning Star, Refinitiv or FE FundInfo.
- Automated document generation of monthly or quarterly fund factsheets, and onward data API.
- Embedded Fund tools for your website, or standalone fund reporting portal for maximum engagement.
Document library and data rooms
- Distribute documents for public, group or personal access. Log each download for compliance and analytics purposes.
- Multiple filters to retrieve documents by type, category or date. Personalise by marking as favourite or viewed.
- Link to Messaging service, to create workflows and send notifications of new uploads.
By now, all interactions with advisors and clients begin on our digital channels.
UK Fund Manager, £6Bn AuM
Book a demo for the Invessed Client Engagement Platform
Learn how our platform can transform your business.
FAQs
Interactive Fund Factsheets provide clients with dynamic, real-time data that makes it easy for them to stay informed about their investments.
Factsheets can display a variety of metrics, such as fund performance, asset allocation, risk profiles, returns and historical trends, tailored to suit your client’s needs.
The factsheets are fully customisable, allowing you to align them with your brand’s visual identity and include the specific data most relevant to your clients.
Yes, clients can easily access and interact with their fund factsheets via the Invessed mobile app, ensuring they can stay informed anytime, anywhere.
Fund data and performance metrics are updated in real-time so clients can access the most accurate and timely information.
Invessed is designed to comply with industry regulations, ensuring that all fund factsheets meet legal and compliance requirements, minimising risk for both firms and clients.
Yes, Invessed allows for seamless integration with existing financial systems and CRMs, ensuring smooth data flow and reducing manual work.
It is possible for you to export Interactive Fund Factsheets into PDF format. However, they will no longer be interactive or display real-time data.