Hedgeweek Best Risk Management Software

White-Label Fund Fact Sheet Software — 1-Click Branded Reports

Generate professional, branded fund fact sheets in minutes instead of days. White-labelled templates, live data, audit trail. The fact sheet automation platform used by leading hedge funds and allocators.

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Fund Fact Sheet Automation

Branded reports in 60 seconds

Snapshot

The problem

Fund fact sheets take a day to put together each month, per fund. Multiply by 20 funds and 12 months …

Pick the template

Your logo · colours · typography · sections

Pull the data

Performance · exposures · risk · commentary

Distribute

Email · portal · CRM · auto-schedule

60s

Per Fact Sheet

50+

Templates

Bulk

Generation

Auto-generate a fact sheetBring one fund · we’ll produce a branded fact sheet

→

Trusted by

Aberdeen Asset Management●AllianceBernstein● BNP Paribas●Bessemer Trust● Unigestion●Lyxor Asset Management● Kedge Capital●Lumyna Investments● Aberdeen Asset Management●AllianceBernstein● BNP Paribas●Bessemer Trust● Unigestion●Lyxor Asset Management● Kedge Capital●Lumyna Investments●

Fact Sheet Capabilities

Fact Sheets That Look Like You Spent Days On Them — In 60 Seconds

Every fact sheet feature institutional fund managers and allocators need.

White-Labelled Templates

Your logo, colours, typography and section structure. 50+ templates included; bespoke designs available.

Multi-Language & Currency

Generate variants per share class, currency, language and audience from one master template.

Bulk Generation

Monthly fact sheet run across 20 funds? Done in under 5 minutes. Schedule it to run automatically.

Editable Commentary

AI drafts the commentary section. Your PM reviews and approves before publication. Full version control.

Audit Trail

Every fact sheet versioned. Data sources and assumptions recorded for compliance.

Auto-Distribution

Email to your investor list, post to your investor portal or sync with your CRM via API.

Who Uses Fact Sheet Automation

Used by Both Sides of the Industry

Hedge fund managers producing investor reports, and allocators creating manager review packs.

Hedge fund managers: Monthly and quarterly investor fact sheets for LPs and prospects.
Fund of funds: Branded LP reports with underlying-manager look-through.
Pension funds: Manager review packs for the investment committee and trustees.
Family offices: Client-ready fact sheets for their HNW investors.
Wealth managers: Branded fund fact sheets for retail and HNW client portfolios.

Related solutions:

Investment Committee Reporting Software Hedge Fund Marketplace Solutions for Asset Managers

FAQ

Frequently Asked Questions

What is fund fact sheet automation?

Fund fact sheet automation is the use of software to auto-generate professional, branded fund fact sheets from underlying performance and exposure data. AlternativeSoft generates fully-formatted fact sheets — performance tables, charts, commentary, risk metrics — in under 60 seconds.

Can fact sheets be customised with our branding?

Yes. White-labelled templates support your logo, colours, typography, fonts and section structure. Over 50 templates included; bespoke designs available on request.

What data appears on the fact sheet?

Anything in your AlternativeSoft database — performance (NAV, returns), risk (volatility, drawdown, Sharpe), exposures (geographic, sector, factor), holdings, commentary and disclaimers. Sections are fully configurable.

Can we generate fact sheets in multiple currencies and languages?

Yes. Each fact sheet can be configured per share class, currency, language and audience (retail vs institutional). Generate dozens of variants from one master template.

How quickly can a fact sheet be generated?

Under 60 seconds for a standard template. Bulk fact sheet generation (e.g. monthly run across 20 funds) takes under 5 minutes.

Request a Demo

See Fund Fact Sheet Automation in Action

Join 150+ institutional investors who rely on AlternativeSoft. Book a personalised 30-minute demo tailored to your workflow.

Live walkthrough on your asset class
Q&A with our investment specialists
14-day trial access after the demo

Book Your Demo

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