Fund and portfolio tools perfectly designed for asset managers
and financial advisors.
Find, analyse, compare, select and monitor from a universe of more than 200,000 mutual funds
Save time with up-to-date centralised regulatory information, covering all your compliance needs
Single access point for peers to attain consistent data and improve communication
Stunning, customisable, regulations compliant reports, at the touch of a button
Functionalities
Search, monitor, and analyse funds in a standardised format for ease of comparison.
Fund factsheets updated daily with information managed by Allfunds (performance, risk analysis, holdings and more).
The fund factsheets and comparison reports are MiFID II and PRIPRs compliant, and ready to distibute to your clients.
Build watchlists and monitor anytime, anywhere.
Discover the most popular funds, and which have the highest flows.
Create alerts for your favourite funds and portfolios and never miss significant events.
Create model and client portfolios and follow the evolution with interactive data analytics on asset allocation, risk, and performance.
Generate clear and engaging reports with stunning graphics to visualize sophisticated measures of performance, risk and portfolio allocation.
Produce financial simulations to show your clients how their portfolios will help them to reach their goals.
Reporting Tools
Customise reports with your own brand, image and style, and comply with the regulations. Exceed advisors' and clients' expectations with a full suite of stunning reports.
Client & Model Portfolios
Financial Planning
Funds Factsheet
Fund Comparison
Fund tools
Search, compare and select from a universe of more than 200,000 funds utilising a powerful screener, watchlists and comparison tools, achieved with an intuitive user experience
Nextportfolio3
A powerful and intuitive suite of tools designed for wealth and asset managers to build, manage, track and optimise portfolios
Allfunds Connect is available at a flat price, independent of the number of users
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