I am looking for a digital solution for a:

 
Fund website - BNY Mellon fund website - hermes Fund Tools - fund explorer fund website - commonfund

We create 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. From automated monthly or quarterly fund factsheets, to the latest data-driven PDFs generated on-the-fly, 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

Nothing more than feelings: Marketing in the emotional economy

Nothing more than feelings: Marketing in the emotional economy

‘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…

Fund Managers & Advertising: A Millennial’s Perspective

Fund Managers & Advertising: A Millennial’s Perspective

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…