Fund Fact Sheets

Automated fact sheets, streamlined and simplified.

FilePoint can create fund fact sheet automation and other data-linked marketing materials using our proprietary solution.

Benefits of using FilePoint for your fact sheet process:

Numerous data sources, one data set

We can take data from multiple sources and condense to one data set.

Multiple formatting outputs

We can create several different file formats at once, including web-ready PDFs, print-ready PDFs, and HTML outputs.

Highly customized

Each fact sheet template can be customized for a specific product or group. We can incorporate tabular data, static information, and graphic charts.

Automatic updates

Once a fact sheet has gone through the initial setup process, data can be dynamically updated on a recurring basis (such as monthly and quarterly).