Designed around you
All documents are built around your brand and communication requirements. Our state of the art Configuration Tool enables quick development and design of your documents, allowing additional fields to be added without major development.
Reduce your risk
All automated factsheets produce an audit trail that works in harmony with regulatory and compliance requirements. The Data Validation File checks and validates data based on your chosen tolerances month on month to ensure the data remains accurate. Any discrepancies are easily flagged to you via a dashboard without the need to look through every document.
Reduce production times
Our fully automated service increases efficiencies to your business. By signing off your fund data at source you can eliminate time-consuming approvals, freeing up resource to focus on your customers and greatly reducing the risk of any errors or inconsistencies.
Alpha Manager Awards 2021
This year we are celebrating the Guardians of Fund Management. Winners will be aired live on Wednesday 16th June 2021, at 10:00 BST in a short 15 minute awards ceremony. Reserve your place now.
Watch the Better Connected: FE fundinfo Client Conference 2021
The Better Connected Client Conference 2021 conference was delivered via a series of live interactive webcasts from 24th February to 29th April, bringing together FE fundinfo’s network of leading fund managers, distributors and business partners.
Click below to catch-up or revisit the wealth of industry insider knowledge from some of the industries leading experts.
Thriving Through Turmoil
How have Financial Advisers navigated a year of unprecedented change?
Discover the key insights from the 2021 FE fundinfo Financial Adviser annual survey
ESG Investment Reporting
Meet international ESG reporting and disclosure requirements with our tailor-made solution. We provide a full service of analyzing your investment portfolio. So you have access to an individual and cost-efficient solution to measure and benchmark the ESG performance of your investments and to reveal hidden ESG-related investment risks.