Guides · Month-end workflow
Fund factsheet design that works on the web
Design principles for factsheets and fund pages investors actually read.
This guide is being written. The outline below is what it will cover.
- Marketing-grade vs terminal-grade data visuals
- Hierarchy: the three numbers an allocator looks for first
- Brand colour without breaking chart legibility
- Mobile: where most first looks happen
See it working instead of reading about it.
Upload a factsheet and your funds render as live, compliant widgets in minutes.