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Factbook

Made by Factbook Limited

Surrey, England

Automates fund factsheets, tailored client reports and PowerPoint pitchbooks for asset and wealth managers.

Made by
Factbook Limited
Primary category
Client reporting
Also listed under
Not recorded
Built for
Not recorded
Firm size
Not recorded
Deployment
Not recorded
Pricing model
Not recorded
What it costs
Not recorded
How we verified it
Confirmed on the vendor's own site
Source
the page we read
Last checked
2026-10-11
On the vendor's site
open

Factbook is a client reporting product from Factbook Limited. Automates fund factsheets, tailored client reports and PowerPoint pitchbooks for asset and wealth managers. Factbook Limited is based in Surrey, England. Buyside Fintech verified that Factbook Limited lists this product on the vendor's own website on 2026-10-11, and the page we read is linked below. We do not record how it is deployed, how it is priced, what it costs and the firm sizes it serves for this product, because Factbook Limited does not publish it; the table below shows those rows empty rather than hiding them. Practitioner reviews and questions about Factbook appear below, and anyone at a firm that uses it can add one.

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How Factbook Limited describes itself

Automated reporting and advanced workflow solutions for asset management, wealth management and investment management firms.

Factbook Limited’s own website, read 2026-08-30

Their words, not ours, and about the company rather than this product. It is not an assessment and nothing in it has been checked.