Automated fund factsheets for investment managers
Your fund factsheets,
Fast, flawless, compliant factsheets, without the manual hassle. Generate thousands from a single template, on brand and on time, from data your team already trusts.
What is Kurtosys fund factsheet automation?
Kurtosys connects to your fund data once, applies a branded template, and produces accurate, compliant factsheets across your entire fund range automatically, rather than building one each by hand. Factsheets are one of the outputs we produce for your investors, from the same single governed source that feeds your reports, disclosures and websites.
Why factsheet production still takes so long
Factsheets are one of the most resource heavy things your distribution team produces, and one of the first things a prospective investor reads. Manual production is slow and error prone, and scaling the fund range only scales the burden, unless you automate it.
Challenge
Manual processes lead to delays and errors
Data silos complicate integration
Inconsistent branding across outputs
Solution
We automate workflows and eliminate manual steps
We connect to Snowflake and other live data sources
We use standardised, on-brand templates for every report
We built factsheet automation to remove all three at once: one connection to your data, one template, one governed source behind every output.
We built factsheet automation to remove all three at once: one connection to your data, one template, one governed source behind every output.
How we automate fund factsheet production
Every factsheet runs under the same compliance rules and audit trail, whether you’re producing 20 factsheets or scaling to over 200.
Connect
Link to Snowflake, APIs, or internal sources once, so factsheets always draw on real-time, accurate data.
Design
Build branded, data-driven templates with the Adobe InDesign integration, so design and compliance are set once, not per fund.
Generate
Produce thousands of factsheets in minutes instead of days, across your entire fund range and every share class.
Approve
Built-in checks and sign-offs speed up approvals, so nothing goes out before it’s been reviewed.
Distribute
Publish PDF and other formats straight to websites, portals and email in one click.
Update
As new fund data lands, factsheets refresh automatically for the next cycle, so nobody re-keys figures each month
Not just a factsheet tool
Plenty of tools can generate a factsheet from a template. Fewer can guarantee that the number on the factsheet matches the number in the client report, the regulatory disclosure and the website, because fewer are built from one governed source in the first place.
Branded templates
Connected to your core fund data Built for
Same source as reports, disclosures and websites
Compliance checks and audit trail
Bulk production across a fund range
A typical factsheet tool
Yes
Often a separate input
Rarely
Varies
Limited
Kurtosys
Yes, with Adobe InDesign integration
Native platform data
Yes, a single governed source
Built into every production run
Yes
Factsheets for every audience
Kurtosys supports a range of factsheet formats for every audience, from institutional investor to retail clients. Use pre-built templates or design your own.
Institutional factsheets for detailed client reporting
Marketing collateral with polished designs for promotional use
Multi-language templates adaptable for global markets
Email-ready PDFs for clients who prefer a document over a portal or web view.
Kurtosys has played a vital role in helping us improve our document automation and increase the volume and quality of factsheets we provide globally. Central to this has been their strategic advice, innovative solutions, and the trusted working relationships they have built with our teams.
Jonathan Sim, head of platform strategy, integration and transformation, Aberdeen Investments
