FE fundinfo launches advanced Factsheet Production solution on end-to-end platform

FE fundinfo, a leading financial data company connecting the asset management industry to wealth management networks in the UK, Europe and Asia Pacific, today announced the release of its enhanced Factsheet Production solution. This automated system will streamline factsheet production and distribution to FE fundinfo’s network within a single workflow. 

As the FCA pushes to overhaul the UK’s asset management regime, the industry faces a crossroads. According to FE fundinfo’s Asset Managers report, 39% of industry leaders cited pressures on costs as a top concern, emphasising the demand for efficiency in a competitive market. Nearly half (47%) are also focused on the challenge of growing assets under management. 

Amidst these obstacles, the manual burden of factsheet production persists. Depending on their size, medium to large-sized asset management firms must generate an average of between 5,000 and 10,000 factsheets monthly across 1,000 share classes. Yet many struggle to meet deadlines due to labour-intensive manual reconciliation, data verification and vendor coordination. 

FE fundinfo’s Factsheet Production solution increases efficiency and simplifies traditional factsheet production. It offers a user-friendly interface with a progress dashboard, supports approve/reject workflows, provides a comprehensive audit trail, and includes a 10-year archive. 

With the capacity to produce up to 150,000 documents per hour and support for translations into 30 languages, it is scalable and compliant, enabling asset managers to efficiently manage their global operations. 

Integrated into FE fundinfo’s comprehensive end-to-end platform, the Factsheet Production solution provides asset managers with a single, trusted source of data. This golden source enables connections with distribution networks, regulators and investors, ensuring the automatic dissemination of factsheets. 

“Asset managers today are facing unprecedented challenges, from regulatory pressures to the need for process optimisation in a rapidly changing market,” said Joerg Grossmann, Chief Product Officer at FE fundinfo. “Our enhanced  Factsheet Production solution is designed to help meet these head-on.  

“Factsheets have long been seen as a manual and laborious task, but with our new approach, they become a powerful tool for driving growth and supporting global distribution. By automating and streamlining the production and distribution process, we're empowering our asset managers to concentrate more on tasks where their expertise is required. This solution marks a step-change in how asset managers can efficiently meet their regulatory obligations whilst expanding their market reach.” 

For more information: Factsheet Production