Factsheet Builder

Using Factsheet Builder is simple with these steps:

Step 1: Access the tool and select a template.

Step 2: Use the drag-and-drop interface to customize the layout.

Step 3: Import your financial data using CSV files.

Step 4: Utilize widgets to add charts, graphs, and other interactive elements.

Step 5: Review the factsheet and publish it via a public URL or export it as a PDF.

Factsheet Builder offers several benefits, including a user-friendly interface, versatile customization options, seamless data import and export, enhanced collaboration through public URL sharing, high-quality templates, and secure data handling. It streamlines the process of creating professional financial documents, saving time and effort.

Yes, Factsheet Builder allows you to share your factsheets via public URLs. This feature enables others to view your factsheets easily, which is particularly useful for collaboration and distribution.

With Factsheet Builder, you can create various types of financial factsheets, such as strategy factsheets, product factsheets, and portfolio factsheets. Each type is designed to present specific financial data and metrics clearly and professionally.

No, Factsheet Builder is designed to be user-friendly and accessible to both finance professionals and those with limited financial expertise. The intuitive drag-and-drop interface and customizable templates make it easy for anyone to create high-quality financial factsheets.

Yes, you can easily import financial data into Factsheet Builder using CSV files. This feature allows you to quickly turn raw data into dynamic and visually appealing factsheets.

Factsheet Builder ensures data confidentiality with robust security protocols. The tool is designed to protect your financial information and maintain privacy during the creation, sharing, and storage processes.

You can export your factsheets as high-quality PDFs. This makes them easily accessible offline and suitable for printing purposes. The PDF export feature ensures that your financial documents are both professional and convenient to share.

Factsheet Builder offers extensive customization features, including a wide range of templates, a drag-and-drop layout editor, and the ability to add various widgets for interactive elements like charts and graphs. These features allow you to tailor your factsheet to meet your specific requirements.