Distributors

One platform to broaden your investment opportunities

Through the Allfunds platform manage all your fund investment needs. Access powerful tools for analysis, insight, and trading over our secure and efficient dealing system.

Funds group
2,000+
Funds for dealing
100,000
Institutions
2,300+
Assets under administration
Over 1.0 trillion

Last Updated on October 2020

Countries where Allfunds operates
55

The easiest way to access and trade funds

  • Access to the widest fund network for trading and intermediation services

  • Full maintenance of distribution agreements with fund houses, covering the entire rebate cycle from contracts and collection down to payments

  • Simplify your fund distribution with our legal and compliance support, adhering to different regulations across the globe

  • Enhance your fund business through our digital ecosystem Connect with research, data analytics, portfolio management, and more

Platform

Dealing, custody, and administration services

We build upon our expertise to provide you accurate, secure, and up-to-date administrative services, tailored to your specific needs.

Efficient dealing solutions minimising costs and operational risks with a flexible custody model, supported by segregated and client referenced custody accounts.

Fund distribution services and rebate management

  • Dynamic fund offering management thanks to a single agreement with us
  • Full maintenance of distribution agreements with fund companies: negotiation, calculation & collection of rebates
  • Daily & historical rebate calculations available through Connect and automated reports

Client reporting, data feeds, and asset servicing

  • Full management of the Corporate Actions life cycle
  • Bespoke reporting, from basic to in-depth reports
  • Access a complete fund data catalogue
  • Automated stock transfer processing

Allfunds Connect

Streamline your fund business with Allfunds Connect

Allfunds Connect is a set of user-friendly, intuitive tools to help you grow your fund business, reinforce your relationship with your clients, and simplify your fund operations

Discover Allfunds Connect Licences

  • Find, analyse, compare, select, monitor, and trade funds

  • Track and manage portfolios, create financial planning scenarios to share with clients

  • Produce detailed and compelling reports for clients and internal teams

  • Comply with regulations with tools that adapt to global and local requirements

  • Fund tools

    Search, compare and select from a universe of more than 190.000 funds utilising a powerful screener, watchlists and comparison tools, achieved with an intuitive user experience

  • Nextportfolio

    A powerful and intuitive suite of tools designed for wealth and asset managers to build, manage, track and optimise portfolios

  • Digital Selector

    Access a unique set of tools built by our investment analysts to conduct sophisticated analysis and research to help you at every step of the research process

  • Telemetrics

    An advanced analytics tool that provides comprehensive information about real market flows derived from data available only at Allfunds. Grow your business and identify new clients

  • Regulatory & Legal

    Solutions to efficiently comply with MiFID, PRIIPs and Solvency regulations, reducing costs while improving reliability using a single data management system

  • Online Dealing System

    Allfunds allows you to operate within a vast universe of investment funds taking advantage of a centralised and integrated platform