EASYFACT is our flagship REPORTING SOLUTION. It enables you to present the performance of your fund management. The application is fully customisable via our Data Manager dashboard, is compatible with most Portfolio Management Systems (PMS) on the market and is automatically updated thanks to highly secure connections. It saves you time and money, thanks to its ease of use and highly competitive pricing.
Enables full customisation of the Fund Center and the PDF factsheets.
Interactive web display of the data for end-users.
EasyFact is tailored for asset and wealth management professionals who want to provide clear, interactive, and real-time reports to their clients.
Greater transparency, time-saving through automation, report customization, PMS compatibility, high data security, and regulatory compliance.
Interactive, automatically updated reports allow clients to access real-time information, improving understanding and trust.
Yes. EasyFact uses dynamic charts and interactive tables that make data easy to understand, even for non-technical clients.
Absolutely. By automating report generation and updates, your team can focus more on value-added tasks like advising and portfolio management.
Yes. EasyFact has a user-friendly interface designed for all levels of technical expertise, with responsive support available when needed.
Yes. Reports can be tailored to each client’s preferences in terms of data type, layout, visuals, and level of detail.
Yes. Whether you serve a few clients or hundreds, EasyFact scales to your business needs.
Yes. It integrates with most Portfolio Management Systems available on the market.
EasyFact uses secure connections and advanced protocols to ensure the confidentiality and integrity of your clients’ information.
Yes. EasyFact is built to comply with current financial regulations, helping you stay compliant with minimal effort.
Our standard two-year contract includes the set-up of your application and a 2-Year EasyFact operating licence.