Automated Investment Reporting
Professional Investment Reports at Scale
Create Investment Reports at Scale
Use Fama to create investment reports with full control over design. Different data sources are configurable to drive the creation of monthly reports, factsheets, portfolio reviews and more on client portfolios. The API of Fama contains more than 150 report elements that can be put together to create custom report templates in PowerPoint.
Multiple reports for a set of portfolios can be generated with a click allowing your business to grow. The automated process removes the susceptibility to errors of a manual process. New reports can be easily created by combining the existing report elements into a new report template.
Fama enables you to achieve timely client reporting, to scale your business and to improve reporting quality.
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