Octigen for Fund Reporting

AI Automated PowerPoint
for Fund Reporting

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.

Octigen AI automated PowerPoint reporting platform for fund managers

What would your fund reporting cost on Octigen?

Use our interactive pricing calculator to estimate what running your reporting on Octigen would cost based on your slide volume, data connections, AI usage, and deployment options.

Open pricing calculator
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.

Corporate PowerPoint template for AI automated fund reporting Your Template
AI automated PowerPoint reporting result - fund factsheet generated by Octigen Final Result
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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
Client Voices

Trusted by asset managers

Operators and investment leaders who've worked with us firsthand.

Octigen's co-founders ran our technical client & fund reporting setup for over a year - operations, error handling, continuous improvements, and even onboarding our own people. What stood out was the mix of real engineering skill, a genuine grasp of asset-management reporting, and how dependable everything was. Seeing that same expertise now built into Octigen, I've no doubt it solves a problem every reporting team knows too well.

Reto Baumgartner Head of Reporting, Fisch Asset Management

We brought in Octigen's founders to challenge our data and reporting architecture. In a short engagement they gave us more clarity than we had expected - combining deep asset-management operations know-how with a rare ability to make complex data topics tangible and actionable. Their input didn't just confirm our direction, it sharpened it.

Cyrill Ineichen Head of Investment Operations & Data, DCP Client Partner
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.

30-Minute Demo See Octigen in action with your use case
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Custom Pilot Test with your templates & data sources
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Enterprise Ready SSO, compliance, on-premise options
Octigen's team is trusted by