Create wealth through integrated technology and data
Drive more effective fund distribution through world-class data management and digital solutions
FEATURES & BENEFITS
How we can help
Data is our core business. We are ISO-accredited, leading the provision and transmission of our golden source fund data through our Data Feed Portal and global distribution network.
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Robust regulatory compliance
We offer a comprehensive suite of tools for DFMs that ensures compliance with the latest regulatory requirements. Our platform simplifies the creation of regulatory documents, facilitates the timely and compliant filing of documents to regulatory bodies and reduces the administrative burden on DFMs.
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Optimised data management
Data is our core business. We help onboard, validate and distribute your model portfolio data at a holdings level to equip your clients, such as financial advisers, to conduct objective due diligence, bespoke comparisons and produce comprehensive client reports,
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Enhanced operational excellence
Our data and technology solutions are made to perform and scale with your existing operating model, while our integrated and flexible distribution solutions, streamlines the flow of data effectively through your systems and wealth management tools.
Portfolio
Discover more about our golden source fund data and digital solutions
Manage your wealth management and fund distribution with integrated data and technology.
Data & Document Feeds
Our state-of-the-art Data Feed Portal gives you access to our golden source fund database. Whether you need static, dynamic, or regulatory data, our portal gives you the flexibility and control to access your necessary data points, determine the frequency and format in which they are delivered – ready to be fed into your bank-owned or bank-aligned platforms, critical to fund distribution.
- Direct from source
- Global coverage
- Regulatory compliance
- Cost & risk mitigation
Regulatory & Marketing Document Production
As the largest fund document production supplier in Europe, we leverage our close relationships with template issuers and regulators, giving us an opportunity to lobby changes beneficial to our clients.
Our technology facilitates flexible, transparent, automated and compliant document production for fund factsheets and pre-contractual documents.
- Data excellence
- Digitalisation & automation
- Comprehensive solution
- Flexible tool
ESG Reporting
With our ESG Reporting solution, we help you comply with new and evolving ESG and climate disclosure requirements and produce comprehensive ESG reports. We support the production of regulatory reports such as SFDR, SDR and TCFD, as well as enable the ability for you to integrate financial and ESG data to integrate sustainability factors into your existing investment fund factsheets.
- Insource ESG expertise
- ESG reporting & disclosure
- Regulatory compliance
- Integrated sustainability factors
Digital Solutions
Enhance your digital investor engagement with our Digital Solutions. Empower your investors with dynamic fund research analysis tools. Integrate widgets onto your websites, including performance charts, asset breakdowns and data tables which are built according to your specific needs.
- Seamless integration
- Continuous innovation
- Configurable & scalable
Research & Insights
Gain sector insights and conduct value assessments of funds, with FE Analytics and FinXL. With one of our flagship products, your marketing, distribution and client relations teams gain direct visibility of fund data in the market, giving you the freedom to conduct market and fund research, review your investment propositions and compare ESG credentials for your clients.
- Benchmark & research funds
- Wealth of data at your fingertips
- Comprehensive data & document coverage
RELATED INSIGHTS
What we think
Stay better connected and better informed with our expertise and insights for more efficient investment decisions based on trusted, insightful information.
