Empower your portfolio management and reporting capabilities

Customise your reports to your brand and corporate image and comply with the regulation. Exceed your advisors' and clients' expectations with a full suite of stunning reports.

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Meet all your reporting needs with efficiency and accuracy

Client and Model Portfolios

Track and analyze your portfolios in real time with value added insights

  • Easily create or upload your clients' and Model Portfolios
  • Get powerful insights on performance, risk and asset allocation
  • Compliant with GIPS, MiFID II and PRIPPs
  • Multidevice distribution (pdf, html, native apps, APIs, etc)
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Financial Planning

Present financial simulations to show your clients how their portfolios will help them to reach their goals

  • Powerful interaction and easy to compare different scenario
  • Optimize financial planning process for advisors and clients
  • Get awesome financial planning reports
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Fund Factsheet

Generate, publish and distribute stunning fund factsheets

  • Expertly designed and client friendly factsheets of over 180,000 funds
  • Updated daily with information managed by Allfunds: performance, risk analysis, asset allocation and holdings
  • Compliant with MiFID II and PRIPPs, ready to distribute to your client
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Fund Comparison

Side-by-side comparison of more than 180,000 mutual funds

  • Side-by-side comparison of up to four mutual funds
  • Comparison on performance, risk and asset allocation
  • Generate awesome comparison reports for your client
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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.