Reporting Tools

Build the best customer experience

Reporting solutions which allows you to create and customise your own fund and portfolio PDFs aligned with your branding and corporate image. Our aim is to support our clients by providing a full reporting solution based on accurate and up to date information managed daily by Allfunds.

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Customise your fund reports

Fund Factsheets

Performance & Risk metrics
Holdings Look-Through data
Asset allocation
MiFID II & PRIIPS compliant

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Fund Comparisons

Up to 4 funds
Ratio comparisons
Asset allocation contrast
Fees analysis

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Model Portfolio

Model portfolio configuration
Performance attribution
Benchmark comparison
Asset allocation history

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Get more for less

Get the three PDF solutions (fund factsheets, fund comparisons and model portfolios) fully customisable to your Company, with more than a 30% price discount.

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Take advantage

Fix data issues

Increase accuracy and reduce risks through integration with our IT provider by automating PDF creation.

The data quality is assured by using fund houses as direct data source and Allfunds internal controls.

Save time & money through automation

Sophisticated calculations available in different currencies and automatic translations into English, Spanish and Italian.

Brand your reports

Adapt reports to your corporate image thanks to our wide user interface kit and choose the information to display.

Go beyond

Allfunds is the world’s largest global fund distribution network.

Minimise compliance risks

We optimise the factsheets based on market best-practices and in compliance with relevant regulatory frameworks.