A solution that is suitable for the largest fund and wealth managers to the smallest hedge fund and private investment advisory firms.
Bring your fund data to life with up to eighty different fund tools, including allocation, comparison, ratings and benchmarks.
Store a few or hundreds of thousands of documents in the cloud, and provide clients with secure access through your own branded portal.
Turn operational problems into an opportunity to wow new investors with beautiful factsheets.
We wanted a rapidly deployed solution which covered all the bases in terms of data feeds, ease of content management and beautiful design. We have achieved that and are very proud of the BNY Mellon team and our partners at Kurtosys who were able to provide an entirely integrated platform for our digital needs.
Scott Stevens, BNY Mellon
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