Producing fund fact sheets manually is slow, repetitive, and hard to scale. Pagination helps investment teams automate fund fact sheet production by turning structured data into branded, print-ready PDFs.
Whether you manage 50 funds or 800, the goal is the same: reduce manual work, keep layouts consistent, and publish updated fact sheets faster.
A cloud-based document automation platform built for recurring, high-volume publishing.
Design Your Template
Our team builds your InDesign template with you or enhances the layout you already have, with variations for different asset classes.
Connect Fund Data
Upload Excel or XML, or connect through the Pagination API. Each fund’s data fills the right fields, charts and tables.
Generate in Bulk
Upload the latest data and generate every fact sheet at once, instead of updating documents one by one.
Download the PDFs
Branded, print-ready PDFs for every fund, ready for distribution at the start of each reporting cycle.
Many teams still rely on Excel files, legacy Word-based tools, manual chart updates and repetitive formatting fixes.
The same problems come back every month: performance data updated by hand, charts redrawn, formatting that breaks when content changes, and delays that grow with every new fund.
These workflows may still function, but they become fragile as document volumes grow.
A good fund fact sheet software does more than replace text fields: it generates the recurring parts of every fact sheet from your data.
Automated from source data: fund names and ISINs, monthly, YTD and multi-year performance tables, dynamic charts, commentary, disclaimers and glossary pages, template variations for each fund type, and bulk PDF generation for every reporting cycle.
Ninepoint Partners automates fund factsheets for 20+ funds in English and French.
Performance charts, statistical tables, and monthly returns are generated from Excel — ready for compliance review and website publishing.
By automating fund fact sheet production, teams get a simpler and more reliable workflow:
Bulk PDF generation
Generate hundreds of fund fact sheets in a single batch, not one by one.
Dynamic charts
Bar, pie and cumulative performance charts generated from data, not drawn by hand.
Multiple templates
Different layouts per asset class, all managed from the same platform.
Data flexibility
Excel, XML or API: the data source can change without rebuilding the template.
Monthly automation
Upload updated data at the start of the month and regenerate everything in minutes.
Fund identity data
Fund names, ISINs and key facts placed automatically in every sheet.
Commentary and disclaimers
Commentary, regulatory disclaimers and glossary pages kept in every edition.
24/7 availability
Cloud-based platform accessible at any time, with no local installation.
EU data residency
AWS infrastructure with European server options in Ireland and Frankfurt.
What investment teams ask before automating their fund fact sheets. Question not listed here? Ask our team.
There is no hard limit. Pagination clients generate from 50 to over 800 fund fact sheets per month: the data is uploaded and the platform produces all the PDFs in one batch.
Yes. Pie charts, bar charts and cumulative performance charts are generated automatically from the numbers in the file, and update with each monthly data refresh.
No. Pagination can create the InDesign template from an existing layout or from scratch. If an InDesign file already exists, the team works directly with it.
Yes. Account access is provided so the team can generate, review and download fund fact sheets independently, 24/7.
Send a data file and your current layout to receive a working prototype before any commitment.
Contact us for a personalized quote.