Fund Factsheet Automation, Directly in WordPress
A powerful WordPress plugin for building and automating fund factsheets – live pages, printable, and always up to date. Designed for asset managers, fund teams, and developers.
Your Fund Data. One Plugin. Flexible Workflow.
Create and manage fund factsheets directly from the WordPress admin.
Build interactive pages for each fund, or create print-optimized factsheets ready for PDF export – all using intuitive Gutenberg blocks.
Three flexible input methods:
- Manual editing via the WordPress admin.
- Upload CSV files (supports the openfunds format).
- Auto-sync CSVs from your server.
Built for Fund Teams ♡ Loved by Developers
- 100% native to WordPress.
- No external APIs or third-party platforms.
- Supports the openfunds data standard.
- Manual and automated data workflows.
- Works with simple or complex fund structures.
- Developer-friendly & theme-compatible.
- Fund block system for charts, tables, and KPIs.
- Pages export-ready for PDF and print.
Who It’s For
Marketing & Product Teams
Keep fund pages and factsheets always up to date – no need to rely on IT or external tools.
Fund Data Managers
Maintain full control. Use CSVs and openfunds standards to align with your internal workflows and automation logic.
Agencies & Developers
Build compliant fund websites quickly and flexibly. Easy for editors, efficient for developers.
Fund Factsheets
Live & Print-Friendly
Build dedicated fund factsheet pages using modular Gutenberg blocks — for performance, breakdowns, key fund metrics and charts. These interactive pages serve as your live fund website content. When needed, create a separate print-optimized version of each factsheet by assembling the same data blocks inside a dedicated layout, wrapped in the Fund Report block – perfect for PDF export or regulatory use.