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.
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.
Turn operational problems into an opportunity to wow new investors with beautiful factsheets. From automated monthly or quarterly fund factsheets, to the latest data-driven PDFs generated on-the-fly, we've got you covered.
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.Download White Paper
‘Feelings, nothing more than feelings…..’ so the old song goes. Anyone in the business of selling knows that they will only be successful if they can align their brands with their customers’ wants, needs and, most…
For fund managers working in a digital age, advertising is changing drastically. Print advertising or word-of-mouth is simply not going to be effective in maintaining client relationships in today’s online world. Effective advertisements can attract clients, as well…