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Factsheet Automation

Factsheet automation you talk to: agents build and prove every fund factsheet, cite the source, and compliance signs

Factsheets out on business day 3, not day 10, with every figure and disclaimer checked.

See the demoBook a demo
See one case, screen by screen ↓
demo415factsheetsdue on business day 3 in the sample wave: 412 proven ready by the agents, 3 held for a person
demo49to reviewin the release sample instead of 415: every fix and hold, every first-time class and 5% at random
targetBD 3factsheets out on business day 3, not day 8 to 10
target0factsheetsreleased with a stale figure or a missing country legend
In short

What is Factsheet Automation?

Factsheet Automation is factsheet software for asset managers that builds the monthly fund factsheet for every share class, market and language, and checks it before compliance signs. Seven AI agents build each factsheet from signed data, run 41 field checks against the signed returns, the KID, the prospectus and the live registration list, and hold anything they cannot prove. People work with the agents in plain words: ask why a factsheet is held and the answer cites its source; production accepts fixes and marketing compliance signs one release per wave.

AI in asset management: a buyer's guide to agentic AI for investment managers →

Updated

The problem

Why monthly fund factsheet production still closes on business day 8 to 10

Every fund you sell needs a monthly fund factsheet: performance against the benchmark, NAV and fund size, holdings, sector and region weights, ongoing charges and the risk indicator from the KID (key information document), commentary, and the legends each market requires. Multiply that by every share class, every country the class is registered in and every language of those countries, and one fund range becomes hundreds of factsheets a month, and a global complex well over a thousand. Returns are signed in the performance system, holdings come from portfolio accounting, NAVs from the administrator, legends from a clause library and translations from linguists, and each lands in a template one share class at a time.

What goes wrong is rarely the layout. It is last month's figure, a benchmark return the index vendor restated after sign-off, ongoing charges that no longer match the current KID, a translation that turns physical replication into synthetic, or a class newly registered in a market that still carries the old template's legend block. Four-eyes checks run on a sample and in series, compliance reviews at the end, and in the US the clock is short: under Rule 482, a fund advertisement that shows performance must make returns current to the most recent month-end available within seven business days, and retail fund communications are filed with FINRA within 10 business days of first use under Rule 2210. A wrong factsheet is a marketing communication a regulator can examine, and a reissue goes to every platform that took the first one.

typical10,000a monthfactsheets a medium-to-large manager can need, one per share class, market and language
typical12%of asset managers and owners say their reporting meets all client needs
typical7business daysfor US fund advertisements to make returns as of the latest month-end available (SEC Rule 482)
Where a month's factsheet cycle goes, in business days after month-endestimated
By hand9.5 days
With the solution3 days
  • Collecting and reconciling month-end data from each system2 → 0.5 d
  • Building factsheets per share class, market and language3 → 0.5 d
  • Adding country legends and checking translations1 → 0.5 d
  • Four-eyes checks and marketing compliance review2.5 → 1 d
  • Release to the website, fund platforms and data vendors1 → 0.5 d

Estimated split for one month's factsheets across a global range, by hand and with the solution; in practice the stages overlap.

How it works

How a month of factsheets moves

Seven agents build every factsheet, prove each field against signed sources and the registration list, and hold what they cannot prove; compliance signs one release.

What comes in
Month-end in1,226 factsheets this cycle · signed returns, holdings, NAVs, KIDs, registrations
Agents at work
Intake agentsigned data only
Then
Production agentclass × market × language
Then
Freshness agentdates, restatements
Figure check agentevery figure, a second look
Then
Disclaimer agentlegends from registrations
Translation check agentmeaning, every language
Then
Release agentsample, publish, archive
A person decides
Production lead, compliance revieweraccept fixes, sample, sign
What comes out
Checked factsheets
Signed release
Published and archived
One case, step by step

Factsheet automation on business day 3: 415 factsheets due by 5:00 p.m.

Quillfield Capital closes the September 2026 cycle with 1,226 factsheets from 659 share classes and composites, in 20 markets and 9 languages. It is Monday, October 5, 9:20 a.m. in London, business day 3, and wave 2 (the Luxembourg SICAV sold across Europe and Switzerland) is due at 5:00 p.m. Here is how the reviewer works with the agents, asks them why, approves and signs, screen by screen, in the working solution.

  1. 01Monday, 9:20 a.m.

    The agents brief her before she opens a factsheet

    Clara Moss · Marketing Compliance Reviewer

    Clara's Today screen opens on what the agents did since 6:00, every line cited: the Intake agent collected September data from 12 systems, the ratings feed after one retry, with returns signed by Mei Lin Tan; the Production agent built 415 wave 2 and 384 wave 3 factsheets; the Disclaimer agent held 3 Swiss factsheets; the Freshness agent held 8 in wave 3 after an index restatement. Beside it, four plain numbers (427 released, 764 ready, 17 held, 18 in checks) and “Needs you”, one next step each.

    Disclaimer agent, 8:31 a.m.: “Held 3 Swiss factsheets: representative and paying agent missing; inserted approved clause CH-RPA-02.”

  2. 026:00 to 9:02 a.m.

    How the wave was built, step by step

    Seven agents

    “See the agents' run” replays wave 2. At 6:00 the Production agent planned the wave; the Intake agent collected month-end data from 12 systems; the Production agent built 415 factsheets, 162 share classes across 17 markets and 8 languages, on template UCITS Fund v7.2; the Figure check agent re-pulled 19 top-10 tables after the stock split, weights unchanged, and every fix was re-verified; the Freshness agent found all 415 dated September 30; the Translation check agent compared 8 languages with the English master and found 0 differences. The Disclaimer agent held 3, and the Release agent built a sample of 49 and is waiting for the checker.

    “Each agent planned its work, read its sources, checked another agent's output where it could, and handed to a person when it could not prove a value.”

  3. 03One click

    The whole wave as a contact sheet

    Clara Moss · Marketing Compliance Reviewer

    Factsheets opens wave 2 as thumbnails of the real documents, share class by market by language, grouped by sub-fund with held groups first: 412 ready, 3 held, 17,015 field checks, 49 in the release sample, 19 re-pulled. Global Sustainable Equity floats to the top with three amber badges, the A CHF Hedged Acc class in Switzerland in German, French and Italian. The agents' conversation runs down the right-hand side, ending on the one decision that needs her.

    Figure check agent, 8:05 a.m.: “Re-pulled 19 top-10 tables after the Kaito Semiconductor split and re-verified them.”

  4. 04She asks

    “Why are 3 held?”, answered with the source

    Clara Moss · Marketing Compliance Reviewer

    Clara asks in the thread beside the contact sheet. The answer comes back with numbered citations: the A CHF Hedged Acc class was registered in Switzerland effective September 18, 2026, and rule CH-01 requires the Swiss representative and paying agent, where documents are free of charge, and the place of performance and jurisdiction. The insert was drafted from approved clause CH-RPA-02, and Tomás Whitfield accepted it at 8:58 as maker. The exception record adds why it happened: this is the sub-fund's first Swiss class, so its fund factsheet template had no Swiss block.

    “It needs your approval. I have opened the German one.” The Disclaimer agent drafts only from approved clauses; it never invents legal wording.

  5. 05Zoomed in

    41 field checks, each with its source, German beside English

    Clara Moss · Marketing Compliance Reviewer

    Clara opens the German factsheet. Numbered markers sit on every field, and the panel lists the 41 checks: 37 pass, 4 need her. Fund name against the prospectus, NAV of CHF 142.37 against the administrator, ongoing charges of 1.72% and risk indicator 4 of 7 against the current KID, SFDR Article 8 against the prospectus annex. She clicks check 32, “Swiss representative and paying agent named”, and the source opens: clause CH-RPA-02, version 4, approved by Martina Keller in Legal on June 3, 2026, the German original beside the English.

    “Read-only copy kept with this cycle's evidence. The agents cite; they never edit a source.”

  6. 06Approved at 9:24

    She approves, and the agents check the fix again

    Clara Moss · Marketing Compliance Reviewer

    Clara picks the reason code “Clause matches the approved source” and approves all 3 as checker. The agents re-check at once: the Disclaimer agent finds the legend present in German, French and Italian; the Translation check agent confirms the wording equals CH-RPA-02 v4 in each language; the Production agent confirms no overflow; the Figure check agent gives the fix a second look, 41 of 41. Wave 2 turns 415 of 415 ready.

    Every agent fix gets a second look from another agent before it can be released.

  7. 07Signed at 9:29

    One signature, then published everywhere

    Clara Moss · Marketing Compliance Reviewer

    The Release agent built the sample: 22 fixes and holds, 6 first-time classes and 21 at random (5%), now 49 of 49 reviewed. The checklist confirms 17,015 field checks run, no factsheet held, and maker and checker different people. Clara signs with reason code “Sample reviewed, no findings” and attests that she did not prepare the wave. Only then does the Release agent publish 415 PDFs to the fund website, 9 fund platforms, 4 data vendors and the write-once archive, and seal the evidence pack.

    “The person who prepared a wave can never release it.”

  8. 08Wave 3 · re-sign due 1:00 p.m.

    A benchmark restated after sign-off is held, not published

    Freshness agent

    Mei Lin Tan signed September returns on Friday at 6:40 p.m. Singapore time. At 9:15 p.m. on October 2 the index vendor restated the September 30 level for the Clean Energy Transition UCITS ETF's benchmark, moving its 1-month return from −3.42% to −3.24%. The Freshness agent held the 8 factsheets (4 classes in English and German), asked Mei Lin to re-sign at 7:12 with the exact difference, reminded her at 9:00, and escalates to Owen Achterberg, Head of Performance, at 12:00.

    The Freshness agent holds; it never substitutes a number.

  9. 09Due 3:00 p.m.

    An Italian translation that changes the product

    Translation check agent

    The English master says the Euro Corporate Bond UCITS ETF tracks its index using physical replication; two Italian factsheets say “replica sintetica”. The Translation check agent compares meaning, not only strings, found the difference, and proposes “replica fisica” from the locked glossary term ETF-REPL-01, citing page 77 of the Italian prospectus. Replication is a material product feature, so Giulia Ferri, the Italian linguist, approves the correction before compliance does.

    The Translation check agent never publishes new wording without a linguist.

  10. 10In plain words

    Telling the agents a new rule

    Clara Moss · Marketing Compliance Reviewer

    Clara types to the agents: “Hold every class registered in the last 30 days until a reviewer opens one.” The agents draft it as rule R-118 and show what it would touch today: 9 factsheets, the 3 Swiss ones and the 6 first-time registrations already in her sample. The rule waits in Rules for compliance approval, and the question, the draft and its impact are written to the audit trail.

    “It will not run until compliance approves it.”

Who it’s for

Built for everyone who signs off a factsheet.

The same September cycle, seen by five of the people who carry it — what factsheet production looked like, and what it looks like now.

CM
Clara MossMarketing Compliance Reviewer, London · the checker who releases the European and Asian waves
Marketing Compliance Reviewer
Before
“Show me the three I have to look at, and prove the other four hundred twelve.” On business day 3 hundreds of factsheets land at once, and she samples, checks and releases them before 5 p.m. without knowing which ones hide the problem.
Now
Decides the 3 the agents could not prove, works a sample of 49 with every field cited to its source, and signs one release.
TW
Tomás WhitfieldFactsheet Production Lead, London · the maker who prepares each wave
Factsheet Production Lead
Before
“I want every exception with its owner and its clock, not another spreadsheet.” Runs the calendar, the data pull and the exceptions in spreadsheets, wave after wave.
Now
Sees the whole wave on one contact sheet, accepts the agents' proposed fixes as maker, and has every exception with its owner and its clock.
ML
Mei Lin TanPerformance Analyst, Singapore · signs off fund and benchmark returns
Performance Analyst
Before
“Never let a number I didn't sign reach a client.” Signs returns on business day 2, and an index restatement after her sign-off can still reach a factsheet unnoticed.
Now
Only her signed figures reach a factsheet; a restatement after sign-off comes to her with the exact difference and a clock, and the factsheets wait.
GF
Giulia FerriLinguist, Milan · approves Italian corrections
Linguist, Italian
Before
Reviews Italian factsheets line by line against the English, under the same deadline as everyone else.
Now
Gets only the sentences whose meaning moved, with the master, the glossary term and the prospectus page beside them, and approves the correction as hers.
RH
Rupert HaleInternal Audit, London · read-only across every range
Internal Audit
Before
Reconstructs who checked and approved a factsheet, and on which evidence, by hand when a regulator asks.
Now
Filters an append-only trail of people and agents by who, what, wave and factsheet, and exports the examiner pack for the cycle.
Built on the engine

7 agents. Each with one job, and hard limits.

Seven agents build every factsheet, prove each field against signed sources and the registration list, and hold what they cannot prove; compliance signs one release.

Intake agent

Collects month-end data from every system of record, checks each file's as-of date, sign-off and row count, and reconciles NAV and fund size with the fund administrator.

  • Never uses unsigned performance
  • Never edits source data
  • Retries a failed feed once, then tells a person
Production agent

Builds each factsheet from the approved range template for every registered share class, market and language, places the approved commentary and clauses, and checks that every box fits.

  • Never writes or rewords commentary or legal text
  • Never produces a factsheet for an unregistered market
  • Overflow is a failed check; it never shrinks fonts
Freshness agent

Checks that every date and figure is current: month-end performance, US standardized quarter-end returns, KID versions and holdings dates, and watches index vendors for restatements after sign-off.

  • Holds, never substitutes a number
  • Asks the owner to re-sign with the exact difference
Disclaimer agent

Derives each factsheet's required legends from the live registration list and the country rules: the marketing-communication label, past performance and currency warnings under the ESMA marketing communications guidelines, the Swiss representative and paying agent, and Rule 482 legends.

  • Drafts only from approved clauses
  • Never invents legal wording
  • Every insert needs a maker and a checker
Translation check agent

Compares every language with the English master: numbers, names, dates, the locked glossary terms and meaning, for material product features such as replication, hedging and distribution.

  • Proposes corrections only from the translation memory
  • Never publishes new wording without a linguist
Figure check agent

Ties every figure to its source and to the KID, prospectus and website, checks that weights sum, and gives every fix another agent made a second look before it can be released.

  • Never overrides another agent
  • Disagreements go to a person
Release agent

Builds the risk-based release sample, routes the wave for sign-off, distributes after the signature, spots changes that need a FINRA filing and seals the examiner record.

  • Never releases without the checker's signature
  • The maker can never release
Production lead, compliance reviewer, linguists, performance

Maker, checker, translation, data sign-off. The agents propose; a named person decides.

Ask in plain words

Ask the agents about any factsheet, or tell them what to do

The same agents answer on the contact sheet, on every exception, data source and rule, and inside each factsheet. Answers cite their source, and the agents act only within the asker's role.

Why are 3 held?

Global Sustainable Equity A CHF Hedged Acc in Switzerland, in German, French and Italian. The class was registered in Switzerland effective Sep 18, 2026, and rule CH-01 requires the Swiss representative and paying agent, where documents are free of charge, and the place of performance and jurisdiction. The insert was drafted from approved clause CH-RPA-02; Tomás Whitfield accepted it at 8:58. It needs your approval.

Which show old performance?

None in wave 2: every return matches the signed file and no restatement touches it. In wave 3, 8 factsheets of the Clean Energy Transition UCITS ETF are held: the index vendor restated September 30 at 9:15 p.m. on Oct 2, after sign-off, moving the benchmark 1-month return from −3.42% to −3.24%. Mei Lin Tan was asked to re-sign at 7:12; it escalates to Owen Achterberg at 12:00.

Hold every class registered in the last 30 days until a reviewer opens one

Drafted as rule R-118: “Hold any factsheet for a class registered in a market in the last 30 days until a reviewer opens it.” Today it would touch 9 factsheets: the 3 Swiss ones and the 6 first-time registrations already in your sample. It will not run until compliance approves it.

Prepare the examiner pack for the September cycle

The pack covers 1,226 factsheets: every released PDF, 41 field checks each with source snapshots, holds, fixes, approvals and signatures with reason codes, release samples, and the rule, clause, template, agent and model versions.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

The reviewer's dayFactsheet automation as the reviewer's day: the cycle on one bar, three waves, what needs her with one next step each, and what the agents did since 6:00, every line cited, with questions to ask beside it.
The agents' runHow the wave was built: each agent's step with its time and result, from month-end data intake to the 3 Swiss factsheets held and the release sample waiting for the checker.
The factsheet contact sheetEvery fund factsheet of a wave as a thumbnail, share class by market by language, with its check badge, held factsheets first, and the agents' conversation beside it with the one decision that needs a person.
Asking the agentsA reviewer asks “Why are 3 held?” beside the contact sheet; the answer cites the registration list, Swiss country rule CH-01 and approved clause CH-RPA-02, and opens the German factsheet.
A field check and its sourceThe zoomed monthly fund factsheet in German with numbered markers, and the approved Swiss representative and paying agent clause behind check 32, the German original beside the English.
Approved, then checked againAfter the checker approves at 9:24, the agents re-check the fix: all 3 Swiss factsheets pass 41 of 41 checks and wave 2 is 415 of 415 ready.
One signed releaseThe release checklist, the risk-based sample and the signature with reason code and attestation; the maker can never sign.
Exceptions with owners and clocksEverything the agents could not prove, with its owner, clock and escalation ladder; here a benchmark restated after performance sign-off.
Translation checkEvery language compared with the English master for numbers, names, locked terms and meaning; a flagged Italian sentence with the glossary correction a linguist approves.
A rule in plain wordsA reviewer tells the agents a new hold rule; they draft it, show which of today's factsheets it would touch, and wait for compliance approval.
The cycle reportThe cycle report for the head of client reporting and the CCO: business day of release 3 in September (8 to 10 before go-live), 50,266 field checks, 96.4% of agent flags confirmed by people, holds by reason and each wave's release.
The audit trailWho did what, when, why and on which evidence, people and agents, append-only, with the examiner pack export.
Thresholds and samplingConfidence and layout thresholds, month-end and Rule 482 timing, KID versions and the release sampling rule, each change logged.
Governance

Factsheet automation that is cited, signed and on the record.

Every field cites its sourceEach value on each factsheet links to its source passage, file and as-of date: the signed returns file, the administrator's NAV, the current KID, the prospectus, the registration list. A foreign-language source shows its original beside the English.
Maker and checker on every fix and releaseProduction accepts fixes as maker; marketing compliance approves and signs as checker, with a reason code and an attestation, signed with single sign-on. The person who prepared a wave can never release it, and administrators can never approve.
Agents draft only approved wordingThe Disclaimer agent drafts only from approved clauses, the Production agent never rewords commentary or legal text, and the Translation check agent never publishes new wording without a linguist. No factsheet is built for a market where the class is not registered.
Agents check each otherEvery fix one agent makes gets a second look from the Figure check agent, disagreements go to a person, and the release sample takes every fix and hold, every first-time class and 5% at random, drawn after the wave is frozen.
Signed data only; restatements heldUnsigned performance never reaches a factsheet. A restatement after sign-off holds the affected factsheets and goes to the owner with the exact difference, a clock and an escalation ladder.
On the record, kept and in regionAn append-only audit trail of people and agents (18,462 events in the sample cycle), released factsheets and evidence kept write-once for 7 years, and an examiner pack per cycle with a SHA-256 seal. EU ranges stay in the EU region, US in the US, Asia in Singapore; agent versions change only with compliance approval.
Configuration

Your factsheet thresholds and sampling

How strict the checks are and how the release sample is drawn. Loosening a threshold needs compliance approval and is logged with a reason; tightening applies at once.

SettingDefaultChoose from
Auto-pass a field check at confidence of at least0.95Below goes to a person
Layout: box fill must stay at or under95%Overflow is a failed check
Performance as-of date must equalthe month-endNo exceptions
US month-end data used within7 business daysRule 482
Release sample: random share5% (minimum 10)Plus every fix, hold and first-time class
KID version usedcurrent approvedSuperseded KID is a failed check
Hold factsheets whose KID changed after the15th of the monthRule R-117
Re-pull after a corporate action posted untilreleaseSecond look required
Connections

Works with the systems your factsheet data already lives in

Performance system and index data vendorssigned fund returns, benchmark levels and returns, restatement notices
Portfolio accounting and custodianholdings, weights, sectors and regions, confirmed against the custodian
Fund administrator and risk systemNAVs, fund sizes and shares in issue, risk indicator inputs
Regulatory document systemKIDs, prospectuses and offering documents in every language
Distribution database and clause librarythe registration list by share class and country, approved legal clauses in each language
Content system, translation memory and templatesapproved commentary, the locked glossary, compliance-approved fund factsheet templates
Fund website, fund platforms, data vendors and archivewhere released factsheets go, after the signature
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
0
factsheets released with a stale figure or a missing country legend
By handfour-eyes on a sample
With agents41 checks on every factsheet
target
BD 3
factsheets out on business day 3, not day 8 to 10
By handbusiness day 8 to 10
With agentsbusiness day 3
target
≈400
factsheets per production analyst per cycle, worked by exception

“demo” = seen in the working solution, on its sample data · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = published figures (SEC Rule 482(b)(3) and (g) — returns current to the most recent month-end made available within seven business days; FINRA Rule 2210(c)(3) — retail fund communications filed within 10 business days of first use; ESMA guidelines on marketing communications, ESMA34-45-1272; a fund-data provider's published estimate — about 10,000 factsheets a month for a medium-to-large manager; a client reporting survey of asset managers and owners, September 2025 — 12% say their reporting meets all client needs). People, firms, funds, share classes, ISINs, indices, issuers, representatives and paying agents named on this page are fictional — characters and sample data in the working solution.

Questions

What fund marketing and compliance teams ask about factsheet automation.

What is Factsheet Automation?

Factsheet Automation is factsheet software for asset managers that builds the monthly fund factsheet for every share class, market and language, and checks it before compliance signs. Seven AI agents build each factsheet from signed data, run 41 field checks against the signed returns, the KID, the prospectus and the live registration list, and hold anything they cannot prove. People work with the agents in plain words: ask why a factsheet is held and the answer cites its source; production accepts fixes and marketing compliance signs one release per wave.

How does factsheet automation work?

In the working solution, month-end data arrives from 12 systems and only signed figures are used. The Production agent builds each factsheet from the approved template; the Freshness, Figure check, Disclaimer and Translation check agents check every field, every legend and every language; and anything they cannot prove becomes a hold with an owner and a clock. The reviewer sees the whole wave as a contact sheet, asks the agents about any factsheet, decides the few holds, works a risk-based sample and signs once.

What does a fund factsheet include, and what is checked?

A fund factsheet, or fund fact sheet, carries performance against the benchmark, NAV and fund size, holdings with sector and region weights, ongoing charges and the risk indicator from the KID, commentary and the legends each market requires. In the working solution each factsheet gets 41 field checks, from fund name and ISIN to benchmark returns, SFDR classification, country legends, layout and lineage, each cited to its source and as-of date.

How does it handle country legends and a new share class registration?

The Disclaimer agent reads the live registration list every cycle and derives each factsheet's legends from the country rules, so a class in its first month in a market is caught. In the sample cycle a class newly registered in Switzerland was held because the Swiss representative and paying agent disclosure was missing; the agent inserted the approved clause in German, French and Italian for the maker and checker to approve.

How does it help with SEC Rule 482 advertisements and FINRA Rule 2210?

Under SEC Rule 482, a fund advertisement that shows performance must make month-end returns available within seven business days; a threshold holds US month-end data to that window, and the Freshness agent checks standardized 1, 5 and 10-year returns at quarter-end. Under FINRA Rule 2210 (communications with the public), US factsheets are released by a FINRA registered principal, and when a template change is material the agents flag that it must be filed with FINRA within 10 business days of first use. Your compliance team still decides and signs.

Can it produce and check factsheets in every language?

Yes. The Production agent places the approved commentary for each language, and the Translation check agent compares every language with the English master for numbers, names, dates, locked glossary terms and meaning. A change of meaning, such as synthetic where the master says physical replication, goes to the linguist for that language, then to compliance.

Do people stay in control of the release?

Yes. The agents never edit source data, never use unsigned performance, never write commentary or legal text and never release. The performance team signs the data, linguists approve their language, production accepts fixes as maker, and marketing compliance approves and signs the release as checker. The maker and checker of a wave are always different people, and every decision carries a reason code on the audit trail.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — templates, registration list, clause library, country rules and the systems behind each field — and it goes live once every quality gate has passed. In the working solution the agents first prove themselves on a cycle already released by hand: a dry run on 1,184 April factsheets turned up 37 findings, each confirmed by the compliance reviewer before go-live.

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We'll run Factsheet Automation on a cycle you already released: your templates, registration list, clause library and month-end data.

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