FactBox.ai

FactBox.AI – Create, Share, and Master Financial Factsheets

FactBox.AI is a comprehensive platform designed for finance professionals to create, customize, and distribute powerful financial factsheets. It combines templates, drag-and-drop design, data import, interactive widgets, and easy publishing to help users present complex financial information clearly and professionally.

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Key Capabilities

• Extensive template library designed by financial experts to accelerate fact sheet creation
• Custom factsheet layouts with a drag-and-drop interface for flexible branding and styling
• CSV data import to quickly populate dynamic factsheets
• Custom and advanced widgets (interactive charts, graphs, dynamic tables, visualizations)
• Public URL sharing for easy collaboration and distribution
• One-click PDF export to preserve layout and interactivity for offline use or printing
• Gallery of sample factsheets for inspiration (Strategy, Product, Portfolio, etc.)
• Customer success stories and testimonials

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How to Use FactBox.AI

1. Choose a template or start with a custom layout to fit your branding.
2. Design the layout using the drag-and-drop editor: add sections, reorder content, and apply styling.
3. Upload data by transferring CSV files; maps data to widgets and charts automatically.
4. Add widgets: insert interactive charts, graphs, and dynamic tables to convey insights effectively.
5. Preview and adjust: ensure readability, accuracy, and visual appeal across devices.
6. Share or publish:

• Generate a public URL to share with stakeholders and collaborators.
• Export the final fact sheet as a PDF for offline distribution or printing.

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Templates and Use Cases

• Strategy Factsheet: Objectives, tactics, outcomes, and key metrics for quick stakeholder review.
• Product Factsheet: Features, performance, and risk highlights for investor clarity.
• Portfolio Factsheet: Asset allocation, performance metrics, and key holdings for tracking.
• Other templates tailored for various financial documents and scenarios.

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How It Works

• Import CSV data to automatically populate factsheet sections and widgets.
• Use advanced widgets to visualize data with interactivity and clarity.
• Share via a public URL or export to PDF to meet distribution needs.
• Browse the gallery to discover inspiration and adapt ideas to your own templates.

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Safety and Compliance Considerations

• Ensure data accuracy before sharing public links or exporting PDFs.
• Respect client confidentiality and regulatory requirements when presenting financial information.

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Core Features

• Extensive template library designed by financial experts
• Drag-and-drop custom factsheet layout editor
• CSV data import and automatic data mapping
• Custom and advanced widgets (interactive charts, graphs, dynamic tables, visualizations)
• Public URL sharing for easy collaboration and distribution
• PDF export with preserved layout and interactivity
• Ready-made templates for Strategy, Product, and Portfolio factsheets
• Gallery of example factsheets for inspiration
• Customer testimonials and success stories