Fund data delivered to clients in a timely and engaging way
Let your investment products speak for themselves by producing stunning visualisations of your data to captivate and inform clients. Our tools mean you spend less time on producing reports, while enabling you to impress your clients with accurate and timely information – all in your own brand.
Seamless integration and quick delivery
We match your brand design, investment product range and features, and we ensure seamless integration of our data with your website. And there’s no need for long, drawn out project plans – our inhouse configuration platform means we can get you up and running quickly while keeping costs down.
Continuous innovation and evolution
We are constantly looking at ways to improve our offering through new technological advancements in the market. This ensures that you benefit from the latest functionality, the freshest data and the most innovative solutions.
Software and data built to maximise potential
Some companies produce software and import third party data while others collect data and outsource software development. We build our own software around the data we already hold, thereby maximising the potential of both.
It can be challenging to build tools that can update investors with the latest, accurate data in an engaging way. Our digital solutions embed functional, attractive digital tools within your website to best serve the interests of your clients.
All our tools are fully responsive for smart phones and tablets, and we also offer PDF and HTML display options to satisfy every requirement.
The digital tools are designed to comply with accessibility standards, making it possible for people with disabilities to understand, navigate and interact with your site.
PRIIPs Regulation and Key Information Documents (KIDs)
Changes to PRIIPs Regulation and the content of KIDs are imminent and actively being debated at a policy level in the EU. Stay up to date with the latest proposed changes and download our white paper.
Get access to FE fundinfo's Data Feed and thus to correct, reliable and configurable fund data. You can customise your Data Feeds to your requirements and easily integrate them into your existing systems.
Bring your websites to life using the latest interactive fund web tools. Our tools integrate seamlessly with your systems, enabling you to provide branded fund data to clients in an interesting, timely and accurate way
Use our reporting tool to provide a complete and accurate picture of an investment portfolio. The reports are based on actual transactions that have taken place over the specified time period, which means your clients have access to the most comprehensive portfolio report.