Drop the factsheet you already publish. FundChart reads it, charts it in your colours, and serves a compliant fund page from one line of HTML on any CMS.
Layout lives in your FundChart workspace, not in your CMS. Toggle sections, pick a look, drop in a brand colour. The one embed line you pasted keeps serving the new page.
Every look, every colour, every section order keeps the same floor underneath. Styling changes what the page looks like, never what it must show.
As-at date. Benchmark beside every return. Annualised and cumulative at equal prominence. Highest and lowest annual return. Disclaimer block. Factsheet link.
Every number sits beside the line of the file it came from. Checks run on the draft. Nothing publishes while a check fails; an approver signs off.
The embed token is locked to the domains you list. Paste it anywhere else and it renders nothing, and you see the attempt.
Who uploaded, who edited what, who approved, when it went live. Roll back a month. Export the trail as CSV for the compliance file.
Annual billing is 2 months free. Extra funds beyond a plan cost that plan's own per-fund rate, so one more fund never forces a step up. Prices exclude VAT where it applies.
We pull the colours from your factsheet and derive every surface from one of them. Editorial or classic, paper or ink, so it sits on any site. Scale adds a custom look that matches your current page.
You see every number beside the line of the PDF it came from before anything goes live. Fix it inline; the edit is protected when next month's file arrives. Checks block publishing until they pass.
One line of HTML, script or iframe. Tested in every builder we list, including WordPress without unfiltered HTML. Guides with screenshots per CMS.
The regulatory floor is built into the widgets and cannot be styled away: as-at date, benchmark, annualised and cumulative, highest and lowest annual returns, disclaimer, factsheet link.
Yes. A workbook works exactly like a factsheet: drop it and we read every sheet, including the monthly series with benchmark lines, the published tables and the growth index. A fund can start on either file and carry on with the other.
Whoever you name. Editors upload and fix; approvers publish. Every action is in the audit trail with a timestamp and a name.