Product Overview
Client and Portfolio Reporting from FactSet offers fast, compelling client reporting that works at the speed and scale of your business. Save time each reporting period and move beyond manual reporting with persuasive PDFs, presentations, and documents or flexible JSON, flat files, and CSV delivery. With the power of FactSet and Vermilion’s award-winning reporting suites, you can automate your reporting process by combining key portfolio analytics with your internal data sources to produce client-facing documents such as fund factsheets, regulatory reports like PRIIPs and KIDs, marketing pitchbooks, and internal board reports. Scale reporting to your current and future business with options for managed solutions or user-empowered enterprise reporting tools.
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