Empowering investment through integrated technology and data
Drive more effective fund distribution through the power of integrated technology, data and regulatory solutions.
FEATURES & BENEFITS
How we can help
Platforms are becoming increasingly central to the distribution strategies of asset managers. The power balance is shifting and platforms are now in a position to set the terms for fund distribution on platform, influencing the market in new ways.
This evolution brings its own set of challenges for platform providers – from the critical need for accurate fund information, the latest regulatory data and documents, and ability to provide value-added services and guidance tools for investors and advisers in their investment journeys.
We are able to provide support in these areas, helping platforms enrich the investor and adviser experience, enabling greater investment choice and larger geographical coverage, while navigating the complex fund regulatory landscapes platform providers operate in.
-
Optimised data and document management
We offer access to high quality, timely fund data and regulatory documents which streamlines operational processes and enhances the ability of platforms to publish the latest and compliant fund information.
-
Entrenched in the entire fund distribution value chain
FE fundinfo has a shared vested interest in the quality of data that we distribute out into the market. We simply enable fund distributors to easily access our golden source fund database through our Data Feed Portal that gives you complete flexibility and control over the configuration and format of your data feeds.
-
Enhanced adviser and investor experience
Our digital solutions improve your client investment journeys at scale, as we unlock the flow of investment fund data and documents through dynamic digital solutions.
Empower investment through integrated data and technology
Drive more effective fund distribution through the power of integrated technology, data and regulatory solutions.
The form was unable to be found in HubSpot
Portfolio
Scale up your fund distribution and investor engagement
Ensure regulatory compliance and effective client communications and reporting with integrated data and technology from FE fundinfo.
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 in up to 35 languages.
- 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 integration of financial and ESG data to produce investment fund factsheets at scale.
- 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 and financial advisers 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 and made to empower investment decisions.
- 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.
![Regulatory Document Production[1]](/media/ptmnipyx/regulatory-document-production-1.png?width=450&v=1da7a20e8513830)
