THE FACTSHEET ENGINE
Cut the time, cost and coordination behind every factsheet. Bring data, commentary, design and approvals into one streamlined workflow, then connect to distribution and engagement tools that turn your updates into sales opportunities.
Built for asset managers, investment managers and wealth managers producing more than 10 factsheets a month.
Slash production time
1.5 days
Down from 12 days
Boost team productivity
5 man hours
Down from 40 man hours
Distribute faster
A few clicks
Down from multiple systems
Raise advisor engagement
Powerful signals
From no metrics to powerful sales signals
Spreadsheets. Disconnected data sources. Missing commentary. Email corrections. Agency handovers. Another round of approvals.
Every reporting cycle, the same process consumes valuable team time. Every new strategy or distributor adds more versions to manage.
Upscale brings that work together, helping your teams produce consistent, professionally designed factsheets faster and spend more time supporting clients and growing distribution.
Consolidate performance data, portfolio information and investment commentary in a guided production workflow. Start with spreadsheet uploads and connect data sources as required.
Populate reusable, branded templates with the latest figures and commentary. Produce adviser-branded, co-branded and white-labelled editions without rebuilding every document.
Bring contributors and approvers into the same process, with clear statuses and version history. Reduce email chasing and keep your teams in control of publication.
Reduce repetitive formatting, corrections and agency handovers. Scale your factsheet output without multiplying the workload.
UK Investment Manager
50+ factsheets per month
The Factsheet engine builds on Upscale’s established financial content and engagement technology, shaped by people who understand investment communications and B2B distribution.
For one investment manager producing more than 50 factsheets every month, Upscale automated a manual process involving multiple team members and external agencies, consolidating inputs into a guided workflow that produces designed factsheets and supporting content.
Connect factsheet creation to Upscale’s wider capabilities and your existing systems to make the journey from investment update to client conversation more effective.
Connect to our Content Transformation Studio to turn approved factsheets and commentary into short videos, swipeable carousels and audio updates.
Highlight changes in performance, positioning and outlook in formats that are quick to consume, with access to the full factsheet when readers want the detail.
Use Upscale’s native email tools or connect your existing distribution platform. Choose the factsheets, select the audience and send branded, trackable links through one connected journey.
Less movement between systems. Less delay between approval and delivery.
Distribute through your existing client or intermediary portal, or adopt Upscale’s flexible, branded portal technology.
Give clients and distribution partners an attractive, easy-to-use destination for factsheets, strategy updates and supporting content, with access controls suited to your audience.
Understand which factsheets and summaries attract attention, where readers drop off and how engagement changes over time.
Spot renewed interest, repeated visits, sharing activity and relationships going quiet. Give your sales teams useful context for a timely, relevant conversation.
Factsheet engine is particularly suited to:
supporting advisers, intermediaries and distribution networks.
publishing regular fund and strategy updates.
communicating investment strategies to clients and partners.
If you produce more than 15 factsheets a month, manage multiple branded editions or spend too much time coordinating each reporting cycle, see what a connected workflow could change.
Free download
Everything you need to know about factsheets — demystified. Get the definitive guide to reading, creating, and leveraging factsheets with confidence.
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Yes. Your designs can be configured as reusable templates, incorporating your branding, layout and disclosure requirements.
Yes. Create adviser-branded, co-branded and white-labelled editions from the same underlying data, using templates configured for each partner.
No. Fixed figures come from your supplied data. AI can support tasks such as drafting summaries, with human review before publication.
No. Use Upscale’s distribution and portal capabilities or connect Factsheet engine to your existing tools. Integrations are scoped around your requirements.
Yes. Start with your production workflow and add content transformation, distribution, portals and engagement analytics as you need them.
Discover how Upscale can streamline production, connect distribution and make audience engagement visible to your teams.
