Macabacus for Asset Management
On brand. On time. Every time.
Clients expect precision. Compliance demands consistency. Macabacus helps asset management teams deliver accurate, professional materials—faster and with total confidence.
Purpose-Built for Asset Management Workflows
Polish Every Client Presentation
Ensure every pitchbook, factsheet, and client deck meets brand standards with tools that automate formatting, apply styles, and update linked data across Office files.
Reduce Risk in Performance Reporting
From quarterly updates to ad hoc analysis, Macabacus helps eliminate errors, catch broken links, and streamline model updates across large teams.
Centralize Marketing & Sales Content
Give everyone—from product to distribution—access to a single library of slides, charts, disclosures, and templates. Keep every team aligned and every deck compliant.
Scale Quality Across the Firm
Standardize workflows and eliminate inefficiencies so teams can focus on client relationships—not formatting or chasing down brand approvals.