FUND ILLUSTRATIONSpart of our Fund Tools range powered by

Provide visitors to your site with the tools they need to help them answer even their most complex investing questions. With our financial calculators that illustrate fund behavior, visitors can enter their own parameters and see how a specific fund or portfolio of funds would have impacted historic performance.

Enable your clients to break free from box ticking and monotonous graphs and start using every client touch point as a chance to cement relationships and build profitability. Illustrate your way to a new level of client satisfaction, beginning now.

Benefits

• Data is automatically updated via the Unified Data Model with feeds from Morningstar, Lipper or your own sources
• Embed your latest fund illustrations into web pages or mobile apps
• Extensive library of interactive charts using state of the art presentation techniques
• Our API suite allows integration where and when you want it
• Integrates with other Fund Tools offerings

Related Solutions

• Pricing & Performance – Time-sensitive data that's automatically updated
• Interactive Factsheets – Engage investors with video commentary and interactive charting
• Unified Data Model – One normalized database feeds all reports and communications