Press Release

Allfunds strengthens its digital ecosystem with Connect Premium

This license will enhance the client experience with customised fund and portfolio reports, personalised alerts, and a new portfolio optimisation tool to get the optimal risk-adjusted allocation.


Allfunds continue its wealthtech evolution by enhancing its digital platform "Connect"




9 June 2020, Madrid. – Allfunds, the largest fund platform in Europe and world leader in the wealthtech industry, launches Connect Premium to enhance the Connect experience with customised fund and portfolio reports, personalised alerts and a new portfolio optimisation tool to get the optimal risk-adjusted allocation.


Allfunds continues its wealthtech evolution by enhancing its digital platform "Allfunds Connect", which allows digital on-boarding to the Allfunds platform, data analytics, and a complete universe of funds, providing a true digital ecosystem of distribution tools to bring together fund houses and distributors.



Juan Alcaraz, CEO of Allfunds says,

“Connect Premium is the present and the future of the industry. Our aim is to offer the most comprehensive digital tools in the market and to give managers and advisors who use these tools a competitive advantage to offer the best services to their clients.”




About Connect Premium

Connect Premium license is the perfect complement for advisors and portfolio managers to exceed their client´s expectations and save time with an out of the box suite of fully customisable reports for fund factsheets, fund comparison, model and client portfolios and financial planning. 


Connect Premium comes with the Portfolio Optimisation tool, that provides an intuitive interface to get the optimal risk-adjusted portfolio. The user can calculate the Efficient Frontier applying Markowitz and Black-Litterman algorithms. With a visual and graphical interface, the user can select the best fund allocation for a given level of risk and compare their clients or model portfolios with the optimal portfolio.


Among the new features of Connect Premium is the Fund and Portfolio Alerts service. This service allows Allfunds Connect users to stay on top of the market and receive alerts when there are changes to their clients’ funds and portfolios. Alerts can be set on price (NAV) changes, portfolio performance, and risk control measures.


Among the new features of Connect Premium is the Fund and Portfolio Alerts service. This service allows Allfunds Connect users to stay on top of the market and receive alerts when there are changes to their clients’ funds and portfolios. Alerts can be set on price (NAV) changes, portfolio performance, and risk control measures.


In addition, the reporting solution allows the clients to easily generate and scale reports that provide the most sophisticated measures of performance, risk, and portfolio allocation with an attractive and graphic visualisation for a universe of more than 180,000 mutual funds; all aligned with their corporate colors and branding. The portfolio and fund reports comply with the MiFIDII and PRIIPS regulations and are ready to be distributed to the end client.





Contact:
Allfunds
Katherine Sloan
Global Head of Corporate Communications
Tel: +34 91 274 64 00
katherine.sloan@allfunds.com


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