Factsheet Automation
Automating Mutual Fund Factsheets – fast, consistent, and compliance-ready.
Login📊 Performance Data
Auto-update scheme performance, benchmarks, and riskometers directly from input files.
⚡ Quick Generation
Upload Excel/CSV files and generate Word/PDF factsheets in minutes. Your 90% work will done and you may edit the factsheet for adjustments.
✅ Compliance Ready
Ensure accuracy and consistency across all schemes, minimizing errors and regulatory risks.
Why Choose FairShare.Tech for factsheet automation?
Preparing monthly factsheets manually is time-consuming and prone to inconsistencies, as it requires updating scheme performance, benchmarks, portfolio holdings, riskometers and disclaimers across multiple documents. Our FundFacts system eliminates this effort by generating factsheets directly from structured input files, ensuring accuracy and compliance. Fair Share collects all data from AMC, converts it automatically to expected format and generates draft factsheets. Then FairShare.tech's data management team adjusts layout and returns PDFs to AMC.
Ready to Automate Your Factsheets?
Save time, reduce errors, and ensure compliance with FundFacts.
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