Showcase your fund range in an interactive and engaging way
Distributing fund data to advisors and investors does not need to be a chore. With the right toolkit, it can be the best and brightest showcase of your brand and fund range.
Clients can explore your fund range with intuitive filters and personalised listings, while animated fund factsheets let your clients interact with fund performance and allocation.
Fund reporting and interactive factsheets
Fund explorer, with intelligent filters, search and watchlists. Price and performance comparison, and easy access to key documents.
Interactive fund factsheets, with commentary, discrete and cumulative performance graphs.
Asset allocation breakdowns, holdings and fund characteristics.
Automated data and document processing
Source data from your systems, or market providers such as Morning Star, Refinitiv or FE FundInfo.
Automated document generation of monthly or quarterly factsheets, and onward data API.
Embedded Fund tools for your website, or standalone Fund Portal for maximum engagement.
Document library and Data rooms
Distribute documents for public, group or personal access. Log each download for compliance and analytics purposes.
Multiple filters to retrieve documents by type, category or date. Personalise by marking as favourite or viewed.
Link to Messaging service, to create workflows and send notifications of new uploads.