Create, Share, and Master Financial Factsheets

Effortlessly create, share, and manage comprehensive factsheets for finance professionals

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Features that Empower You

Unleash the Full Potential of Your Financial Factsheets

Featured templates

Choose from our extensive template library, designed by financial experts, to get a head start on your fact sheet creation.

Custom factsheet layout

Create stunning factsheets that reflect your unique style and branding. With our intuitive drag-and-drop interface, you can effortlessly design the layout, arrange sections to showcase your information effectively.

Upload CSV data

Easily import your data by uploading CSV files. Our platform provides a seamless way to import your data, allowing you to quickly turn it into dynamic and visually appealing factsheets.

Utilize custom and advanced widgets

Enhance your factsheets with custom and advanced widgets. From interactive charts and graphs to dynamic tables and visualizations, our platform helps you to present your data in engaging and insightful ways.

Share factsheets via public URL

Seamlessly share your factsheets by generating a public URL. This allows anyone with the link to access and view your factsheets, making it convenient for collaboration and distribution.

Download Factsheets in PDF format

Export your factsheets in PDF format with a single click. This ensures you can preserve the layout, formatting, and interactivity of your factsheets while making them easily accessible offline or for printing purposes.

Made in FactBox.AI

Explore and Be Inspired! Check out our gallery of sample factsheets created with FactBox.ai. By observing these examples, you'll find a wealth of inspiration to create your own captivating financial factsheets.

Strategy Factsheet

A brief overview of a strategy, detailing its objectives, tactics, outcomes, and key metrics for quick stakeholder assessment.

Product Factsheet

An informative summary detailing the key features, performance, and risks of a specific investment product, designed for investor clarity and decision-making.

Portfolio Factsheet

A snapshot summary of an investor's holdings, highlighting asset allocation, performance metrics, and key investments, intended for tracking and assessment.

What Our Customers Say

The ability to customize the layout and design of my factsheets has helped me create professional and impressive reports for my clients. Highly recommended!

John P.

Financial Analyst

Sharing factsheets with my team and clients is a breeze. The sharing feature makes collaboration and distribution effortless.

Emma S.

Project Manager

Having been using this service since its alpha stage, I have witnessed its remarkable progress. The platform has evolved into a robust tool that surpasses my initial expectations. The updates and enhancements have greatly improved the user experience, making it even easier to create and share impressive factsheets. I'm truly impressed with the dedication and innovation of the team behind it!

Scott Treloar

Early Adopter