FactBox.ai | Factsheet Builder
verifiedFreemiumfactbox.ai
Cloud tool for building, sharing and exporting financial factsheets from templates and CSV data.
What it does
FactBox.ai is a cloud service for creating and managing financial factsheets. Users pick expert-designed templates or build custom layouts with a drag-and-drop editor, import data via CSV, and add charts, tables and widgets. Finished factsheets can be shared via public URL or exported to PDF.
Core features
Template library for factsheets
Custom drag-and-drop layouts
CSV data import
Charts, tables and advanced widgets
Public-URL sharing
PDF export
Best for
→Producing fund or strategy factsheets
→Sharing investment product summaries with clients
→Reporting portfolio snapshots
Toolspool rankingby monthly traffic