Nextportfolio
Seamlessly manage the full lifecycle of wealth management on a single platform.
Build and manage your client and model portfolios with our easy-to-use planning and reporting tools, specifically designed for advisors and asset managers
Performance Evolution
Track the historical performance of your portfolios with interactive charts and detailed breakdowns. Analyze returns over various time horizons, benchmark against relevant indices, and gain insights into key performance drivers.
Advisors & Institutions
Equip the team by enhancing personal relationship and advice with continually updated information by taking advantage of our analytics and reporting tools allowing advisors to tailor insights
Investors
A flexible shelf allows managing efficiently the product palette offered to investors across asset classes and their associated recommendations and views
End - Clients
End-clients will have intuitive tools to manage their portfolios independently or with advisors, empowering them to control their financial future and become better investors through inspiration and education.
Allfunds Connect
Unleash the Power of Informed Investing
Allfunds Connect delivers fund and market data, reporting tools, data analytics, ESG solutions, and portfolio advisory management tools within a single platform.
A set of intuitive, user-friendly services and solutions to help you grow your business, strengthen client relationships, and simplify your operations.
Connect Pro ESG
Deliver tailor-made fund and portfolio reports that showcase your corporate branding and style. Our ESG section combines EET information, ESG ratings, Impact metrics, and PAI.
Connect Pro Regulatory
Comply with MiFID regulation and new requirements with our powerful fund class search tool.
Enrich and automate your Corporate Actions alerts.
Connect Pro Reporting
Customise your reports to your brand and corporate image and present customers extra-financial and ESG results while ensuring regulatory compliance, transparency.
Connect Pro Investments
All data and insights can be adjusted to your client portfolio's regulatory limits and documentation
The leading-edge platform for fund and market analysis with the best digital capabilities
Allfunds Connect gives you access to a digital ecosystem of tools and services built on high-quality data from Allfunds’ unrivalled fund platform.
Broker Online
Real-time, self-driven personalised trade execution of global assetss over all digital platforms
Empower your clients with a cutting-edge online brokerage experience. Allfunds provides the technology and infrastructure to launch a fully customized platform with real-time trading, access to global markets (indices, stocks, FX, and more), and seamless execution across all devices. Our solution is API-driven, giving you complete flexibility and control.
Fast & Reliable Trading
Offer your clients real-time trade execution across all asset classes. Our robust infrastructure ensures low latency and high availability, even during peak market activity.
Fully Customizable
Create a unique brokerage experience tailored to your brand. Customize the platform's look and feel, integrate your existing systems, and add your own features
Mobile-First Approach
Reach your clients wherever they are. Our solution is optimized for mobile, with responsive web apps and native app capabilities, ensuring a smooth trading experience on any device.
Data-Driven Insights
Leverage our comprehensive APIs to access real-time market data, build custom analytics, and power your own trading algorithms. Empower your clients with the information they need.
Golden Data Hub
Your best place to improve the interaction and automation in one entry point
Improve the interaction and automation in one entry point and unlock business opportunities accessing global market data from all major providers.
A single platform, rationalizing multi-providers and multi-asset, covering any data need.
Accelerated Integration Process
Quickly connect to 100+ data vendors, reducing setup time and enabling faster business growth.
One Single Entry Point and Support
Access all data feeds through one portal with comprehensive support for seamless operations.
Multi-Asset
Integrate various asset types, from equities to derivatives, for comprehensive market coverage.
Real-Time Connectivity
Receive up-to-date market data instantly, ensuring timely and informed decision-making.
