Fund data delivered to clients in a timely and engaging way
Let your investment products speak for themselves by producing stunning visualisations of your data to captivate and inform clients. Our tools mean you spend less time on producing reports, while enabling you to impress your clients with accurate and timely information – all in your own brand.
Seamless integration and quick delivery
We match your brand design, investment product range and features, and we ensure seamless integration of our data with your website. And there’s no need for long, drawn out project plans – our inhouse configuration platform means we can get you up and running quickly while keeping costs down.
Continuous innovation and evolution
We are constantly looking at ways to improve our offering through new technological advancements in the market. This ensures that you benefit from the latest functionality, the freshest data and the most innovative solutions.
Software and data built to maximise potential
Some companies produce software and import third party data while others collect data and outsource software development. We build our own software around the data we already hold, thereby maximising the potential of both.
Simple and functional
It can be challenging to build tools that can update investors with the latest, accurate data in an engaging way. Our digital solutions embed functional, attractive digital tools within your website to best serve the interests of your clients.
All our tools are fully responsive for smart phones and tablets, and we also offer PDF and HTML display options to satisfy every requirement.
The digital tools are designed to comply with accessibility standards, making it possible for people with disabilities to understand, navigate and interact with your site.
SFDR Fund Reporting
Comply with the new ESG rules on transparency, disclosure, internal policies and reports with our SFDR reporting module. We help you to produce timely and accurate documents, and to minimise compliance risks. The SFDR and Taxonomy Reports will be updated on a monthly basis to meet new regulatory requirements or to include better and more reliable underlying data.
Watch the Better Connected: FE fundinfo Client Conference 2021
The Better Connected Client Conference 2021 conference was delivered via a series of live interactive webcasts from 24th February to 29th April, bringing together FE fundinfo’s network of leading fund managers, distributors and business partners.
Click below to catch-up or revisit the wealth of industry insider knowledge from some of the industries leading experts.
ESG Investment Reporting
Meet international ESG reporting and disclosure requirements with our tailor-made solution. We provide a full service of analyzing your investment portfolio. So you have access to an individual and cost-efficient solution to measure and benchmark the ESG performance of your investments and to reveal hidden ESG-related investment risks.
Thriving Through Turmoil
How have Financial Advisers navigated a year of unprecedented change?
Discover the key insights from the 2021 FE fundinfo Financial Adviser annual survey.