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.Request a demo
Performance & Risk metrics
Holdings Look-Through data
MiFID II & PRIIPS compliant
Up to 4 funds
Asset allocation contrast
Model portfolio configuration
Asset allocation history
Get the three PDF solutions (fund factsheets, fund comparisons and model portfolios) fully customisable to your Company, with more than a 30% price discount.Request a demo
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.
Sophisticated calculations available in different currencies and automatic translations into English, Spanish and Italian.
Adapt reports to your corporate image thanks to our wide user interface kit and choose the information to display.
Allfunds is the world’s largest global fund distribution network.
We optimise the factsheets based on market best-practices and in compliance with relevant regulatory frameworks.