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Rejoignez-nous à Paris

 AM Tech Day | 8 octobre 2024

Rencontrez nos experts

Rencontrez nos experts

Nous sommes au cœur du cycle de vie des produits d'investissement

Rejoignez-nous au stand 5 et rencontrez nos experts !

Nos spécialistes seront ravis de vous accueillir à l'AM Tech Day pour échanger sur la manière dont nous pouvons aider les professionnels de l'investissement à naviguer dans la complexité, tout en favorisant la croissance, l'efficacité des coûts et une gestion optimale des risques.

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Le cycle de vie des produits d'investissement

Streamlining investment success

Our platform is at the heart of the investment product lifecycle, connecting asset managers and distributors, through our golden source of data and intelligence, reaching both individual and institutional investors globally. By using top advisory and wealth channels, we facilitate a continuous flow of market insights, being your trusted source for investment solutions. 

We enrich that information with analytics, performance indicators and calculations to support regulatory requirements as well as market quantitative and qualitative insights.

We equip our distribution partners with an extensive selection of fund products and market insights , all sourced from the same core data platform utilised by our asset management clients enabling suitability and insight.

We enable the advice process by providing cashflow tools, risk profiling, and research and portfolio building to enable better informed and personalised investment decisions.

We provide you with a range of tailored and managed investment strategies with differing risk profiles and objectives to meet both your needs and those of your clients

Streamlining investment success

Our platform is at the heart of the investment product lifecycle, connecting asset managers and distributors, through our golden source of data and intelligence, reaching both individual and institutional investors globally. By using top advisory and wealth channels, we facilitate a continuous flow of market insights, being your trusted source for investment solutions. 

Calculate & Enrich

We enrich that information with analytics, performance indicators and calculations to support regulatory requirements as well as market quantitative and qualitative insights.

Collect & Verify

We collect, store and verify all your static and dynamic data in one place, providing proactive and reactive validation ensuring a golden source of truth.

Onboard & Engage

We equip our distribution partners with an extensive selection of fund products and market insights , all sourced from the same core data platform utilised by our asset management clients enabling suitability and insight.

Plan & Research

We enable the advice process by providing cashflow tools, risk profiling, and research and portfolio building to enable better informed and personalised investment decisions.

Advise & Invest

We provide you with a range of tailored and managed investment strategies with differing risk profiles and objectives to meet both your needs and those of your clients

Produce & Disclose

We help you navigate market complexities and support efficient product packaging for your target markets in EMEA and APAC, streamlining regulatory requirements and investor reporting across borders.