We help asset managers go digital

Fund website - BNY Mellon Fund Tools - fund explorer Fund Website - Trium Capital

We build and host secure websites for investment managers

A solution that is suitable for the largest fund and wealth managers to the smallest hedge fund and private investment advisory firms.

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Embed dynamic, interactive fund performance widgets into your website

Bring your fund data to life with up to eighty different fund tools, including allocation, comparison, ratings and benchmarks.

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Fund tools - performance widget Fund tools - fund card Fund tools - performance widget Fund tools - fund explorer
secure portal dashboard secure portal wealth management secure portal fund documents

Wow investors and intermediaries with a secure portal for funds

Give the millennials generation what they need in wealth management with a responsive secure portal, packed with intuitive features such as user emulation, document management and instant report generation.

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Automate production of your fund factsheets

Turn operational problems into an opportunity to wow new investors with beautiful factsheets. Whether it's print-ready monthly or quarterly fund factsheets, or your latest data-driven PDFs generated straight from your website, we've got you covered.

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Fund factsheet - Direxion Fund factsheet - Aberdeen global tech fund fund factsheet - Forward Investing
Secure Client Portals: The Digital Shift Driving Wealth Management

Secure Client Portals: The Digital Shift Driving Wealth Management

The demand for digital interaction from wealth managers has hit an all time high. In this free white paper, we take a look at the most important issues that have influenced the development and demand of digital wealth management portals.

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From our FinTech Blog

Futurology: Five Big Digital Marketing Trends for 2016

Futurology: Five Big Digital Marketing Trends for 2016

It’s a brand new year, which means it’s time to dust off the crystal ball and try to see in to the not too distant future. Specifically, to identify what major trends marketers might have to…

Wall St vs Silicon Valley: The FinTech Battle

Wall St vs Silicon Valley: The FinTech Battle

A fierce battle between Wall Street and Silicon Valley’s technology industry is taking shape, with the prize being which combatant will control and shape the pace and direction of financial innovation. Most observers are likely to…