Fund Fact Sheets

FilePoint^® can create automated fact sheets and other data-linked marketing materials using our proprietary software suite.

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 (administrator, adviser, and static content).
• 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.).