Macabacus for Asset Management

The Leading Productivity & Brand Compliance Tool for Asset Managers

  • Refresh performance, attribution, and holdings instantly across factsheets and client decks
  • Deliver on-brand factsheets and investor decks
  • Eliminate modeling errors or inconsistent formatting before distribution to investors
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How Asset Management Teams Use Macabacus

Polished Investor Decks
Enforce Compliance
Centralized DAM
Create Advanced Charts
Build Investor & RFP Documents

Polished Investor Decks

Reliably link performance, attribution, and allocation data & charts from Excel into quarterly outlooks and client decks, refreshing all exhibits in one click, and without any broken formatting.

Enforce Compliance

Apply required disclaimers, disclosures, and legal text automatically. Ensure every deliverable meets regulatory and brand requirements.

Centralized DAM

Maintain central digital asset management libraries of approved slides, tombstones, logos, and disclosures so every team, channel, and region works from one source of truth.

Create Advanced Charts

Generate attribution, sector allocation, and volatility charts quickly with brand formatting baked in and data tied to Excel.

Build Investor & RFP Documents

Produce RFPs, DDQs, and commentary letters with guided questionnaires and corporate dictionaries that enforce consistency in language and formatting.
80k+
Finance Professionals
3k+
Enterprise Organizations
4.7
Out of 5 stars on G2

How Top Asset Managers Move Faster with Macabacus

Macabacus keeps spreadsheets, slides, and documents in sync so factsheets, client decks, and quarterlies reflect the latest data and approved formatting. With Macabacus, Asset Managers can reliably link KPIs and charts with a single refresh, apply firm approved templates, page rules, and disclosures automatically, and centralize access to up-to-date digital assets. The result is cleaner client materials, fewer last‑minute edits, and faster turnarounds across products and share classes.

Top Features Used By Asset Managers

slide linking

Link Excel to PowerPoint

Keep factsheets and client decks synced to current performance and holdings with one‑click refresh.

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Presentation Templates

Apply templates, styles, pagination, and layout rules automatically for distribution‑ready pages.

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Deck Check

Catch typos, spacing issues, and off brand elements to ensure polished investor presentations.

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Shared Libraries

Centralize approved slides, logos, disclosures, and components for consistent materials across teams.

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Charting Tools

Create brand‑consistent performance and allocation charts that stay linked to the model.

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Doc Builder

Produce RFPs, DDQs, and investor commentary in minutes. Guided questionnaires auto-fill documents, and Corporate Dictionary ensures usage of compliant language & terminology.

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Frequently Asked Questions

We’re happy to answer any questions you have about Macabacus! Feel free to check out the help center, or email [email protected].

Can Macabacus help with pitchbooks and factsheets?

Yes—Macabacus automates formatting, ensures brand consistency, and links data across Excel and PowerPoint to save time and reduce errors.

Does it support marketing and distribution teams?

Absolutely. Shared libraries and brand controls make it easy for sales and marketing to create client-ready materials without going off-script.

How does it reduce compliance risk?

Macabacus flags inconsistencies, broken formulas, and outdated disclosures—so nothing gets through that shouldn’t.

Is Macabacus scalable for global asset managers?

Yes—Macabacus is used by large teams across regions to maintain brand integrity and operational efficiency at scale.