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.
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,
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.

Create wealth through integrated technology and data solutions

Request a meeting to discover how we can streamline your fund operations and distribution effort with a single end-to-end platform solution

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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.

Document Production

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.

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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.

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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.

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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.

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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.

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