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FactBox.ai

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FactBox.ai

FactBox.ai is a cloud-based platform that helps businesses easily create perfect factsheets. Thanks to its intuitive interface and strong analytics, it's set to transform financial..

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Product Information

Description

FactBox.ai is a cloud-based platform that helps businesses easily create perfect factsheets. Thanks to its intuitive interface and strong analytics, it's set to transform financial reporting.

How to use

Easily create, share, and manage detailed factsheets made specifically for finance professionals.

Useful cases

A detailed summary showing the main features, performance, and risks of a particular investment product, designed to help investors understand and make decisions

A short summary of what an investor holds, including asset allocation, performance, and main investments, for easy tracking and review

A brief overview of a strategy, covering its goals, methods, results, and key metrics, for quick evaluation by stakeholders.

Core features

Download factsheets as PDFs
Import data from CSV files
Create impressive factsheets with personalized layouts and branding
Share factsheets via a public link
Choose from a wide range of templates crafted by financial experts
Add unique and advanced widgets to your factsheets

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