Octigen for Fund Reporting

The final answer to your
fund reporting needs

Ever struggled with reporting tools?
Octigen just leverages PowerPoint, a tool you might know well.
Connect your data in a secure environment, use AI for commentaries, schedule and produce systematized reports, and much more.
All in one place.

Fund Reporting Automation
Connect Your Data Sources
Data Connectivity

Connect your data sources

Deterministic reporting made easy.
Connect your data sources via Excel, CSV, SFTP, and more. Visualize the connections with your PowerPoint templates in a few clicks.
The output is a native PowerPoint file, open to be customized if needed.

Templating by Example

Start with your branded PowerPoint templates

Octigen makes creating a new automated report a breeze.
Create a sample report in PowerPoint and upload it to your workspace. From there, you can go to a full systematic report with injected data. For the narrative parts of your report, the AI is ready to assist you.

It's your choice, you are in control.

Your Template Your Template
Final Result Final Result
Drag to compare
Why Octigen

Octigen vs other tools

Automate the last mile of financial reporting, without the compromises.

OCTIGEN OTHER TOOLS

Built for scale, designed for compliance

Whether you need API-driven automation or strict data sovereignty, Octigen adapts to your technical and regulatory requirements.

For Developers

JSON-to-PowerPoint API

Integrate reporting into your existing systems. Octigen exposes a RESTful API that treats PowerPoint templates as programmable objects.

Direct JSON injection
Auto slide replication
Smart pagination
Dry-run validation
Enterprise Ready

Cloud-Agnostic Architecture

Deploy where your compliance requirements dictate. Your data never leaves your chosen environment in self-hosted scenarios.

AWS / Azure / GCP
On-premise support
Docker & Kubernetes
Private Cloud SaaS
Let's Talk

Ready to automate your reporting?

Join fund managers and asset managers who've eliminated manual reporting bottlenecks. Tell us about your challenges and we'll show you what's possible.

15-Minute Demo See Octigen in action with your use case
📊
Custom Pilot Test with your templates & data sources
🔒
Enterprise Ready SSO, compliance, on-premise options
Octigen's team is trusted by
Asset Managers Fund Administrators Major Banks