Client & Model Portfolios
Track and analyse your portfolios in real time with value added insights
- Easily create or upload your clients' and Model Portfolios
- Get powerful insights on performance, risk and asset allocation
- Compliant with GIPS, MiFID II and PRIPPs
- Multidevice distribution (pdf, html, native apps, APIs, etc)
- Regulatory portfolio EST reporting (SFDR, EU Taxonomy, PAI)
Financial Planning
Present financial simulations to show your clients how their portfolios will help them to reach their goals
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Powerful interaction and easy to compare different scenarios
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Optimise financial planning process for advisors and clients
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Get awesome financial planning reports
Funds factsheet
Generate, publish and distribute stunning fund factsheets
- Expertly designed and user-friendly factsheets for over 200,000 funds
- Updated daily with information managed by Allfunds: performance, risk analysis, asset allocation and holdings
- Compliant with MiFID II and PRIPPs, ready to distribute to your client
Fund comparison
Side-by-side comparison of more than 200,000 mutual funds
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Side-by-side comparison of up to four mutual funds
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Comparison on performance, risk and asset allocation
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Generate remarkable comparison reports for your clients
