FUND FACTSHEET PRO
Fund Intelligence. Reimagined.
A modern, interactive digital platform that transforms static fund factsheets into dynamic, adviser-friendly experiences.
THE INDUSTRY PROBLEM
Static PDFs are no longer good enough.
The financial services industry relies on outdated document workflows that frustrate advisers, create version chaos, and fail to meet modern digital expectations.
THE QUAZAR TECH SOLUTION
Converting static fund factsheets into a live, interactive digital intelligence environment
Ingest & Parse
Advanced document ingestion and normalization engine that automatically extracts and structures factsheet data across diverse asset manager formats.
Engage & Compare
Modern fund dashboard with live filtering, instant search, and side-by-side comparison of returns, fees, holdings, allocations and risk statistics.
Export & Scale
Export branded comparison reports, white-label the entire experience, and build a scalable foundation for future AI and intelligence capabilities.
Not simply a PDF viewer.
A digital engagement layer for investment products.
Modernising how advisers and investors interact with fund information - creating a scalable foundation for intelligence, governance and engagement.
KEY BUSINESS BENEFITS
Designed to be easy to evaluate.
Increased Adviser Engagement
Transforms passive PDFs into interactive experiences that drive meaningful product engagement.
Improved Adviser Efficiency
Eliminates manual comparison workflows - advisers find, compare and export in seconds.
Stronger Brand Positioning
Positions the business as digitally innovative, adviser-centric and ahead of industry norms.
Reduced Operational Friction
One structured digital experience replaces scattered PDF distribution across multiple channels.
Scalable Product Architecture
The same framework grows into AI search, literature hubs and full adviser enablement ecosystems.
Governance & Version Control
Structured rebuild processes and controlled ingestion workflows - built for financial services.
Next Step
See our Fund Factsheet Pro in action.
A 15-minute live session with Quazar Tech.