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+300,000 mutual funds, ETFs and stocks are at your fingertips with our powerful, first-class tools such as our screener, watchlist and product comparison
Screener
An easy-to-use multi-criteria screener that quickly finds the best strategies for you
Filter through +300,000 funds, ETFs and stocks by performance, risk, ESG factors, and more to pinpoint investment opportunities that align with your goals.
My Portfolio
A perfectly designed, end-to-end portfolio solution for asset management
Take control of your investments leveraging Nextportfolio technology, a cutting-edge portfolio managemen solution designed for wealth management professionals and private banks. Built with best-in-class components,
My Portfolio empowers you to:
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Streamline Portfolio Construction
Easily build and manage client and model portfolios with intuitive planning and reporting tools.
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Enhance Efficiency
Integrate your clients’ existing portfolios or upload them in bulk to automate your workflow. Set up automated alerts to stay informed of critical changes in your portfolios.
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Meet Regulatory Requirements
Effortlessly generate comprehensive reports and fulfill compliance obligations with built-in tools that simplify regulatory processes.
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Gain Deeper Insights
Track and analyze your portfolios in real-time with value-added data from Allfunds. Access powerful analytics, including performance evolution, asset allocation, performance attribution, and ESG analysis.
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