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. 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.
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
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…
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…