Fund Factsheets
Generate, publish and distribute stunning fund factsheets
Impress your clients and advisors with professionally designed fund factsheets. Access data on over 180,000 funds, updated daily, and effortlessly generate reports that are both informative and visually appealing.
- Expertly designed and client-friendly
- Data updated daily (performance, risk, holdings, ESG)
- MiFID II and PRIPPs compliant
- Standard and custom templates
- Available via API Rest
Fund Comparison
Side-by-side comparison of more than 180,000 mutual funds
Empower your clients to make informed decisions. Compare up to four funds simultaneously, analyzing key metrics like performance, risk, and asset allocation. Generate comprehensive comparison reports that are easy to understand and share.
- Compare up to 4 funds side-by-side
- Clear and concise performance visualizations
- Detailed risk and asset allocation breakdowns
- Customizable reports
Client & Model Portfolios
Scale Your Portfolio Reporting with Customized Insights
Seamlessly generate sophisticated portfolio reports that showcase performance, risk, and allocation with compelling visuals. Customize reports with your branding and ensure compliance with MiFID II and PRIIPs regulations. Available via API
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Advanced performance and risk metrics
Advanced metrics offer clear insights into investment performance and risk, empowering informed decisions.
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Detailed portfolio allocation breakdowns
Get detailed portfolio breakdowns for clear insights and confident, informed investment decisions.
![[object Object]](data:image/svg+xml;base64,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){kind=small}
Customizable branding and reporting
Customizable branding and reporting enhance professional image and tailored insights for clients and investors.
![[object Object]](data:image/svg+xml;base64,PHN2ZyB3aWR0aD0iMjQiIGhlaWdodD0iMjQiIHZpZXdCb3g9IjAgMCAyNCAyNCIgZmlsbD0ibm9uZSIgeG1sbnM9Imh0dHA6Ly93d3cudzMub3JnLzIwMDAvc3ZnIj4KPHBhdGggZmlsbC1ydWxlPSJldmVub2RkIiBjbGlwLXJ1bGU9ImV2ZW5vZGQiIGQ9Ik0xMiAwSDBWMjRIMTJWMTJDMTIgMTUuMzEzNyAxNC42ODYzIDE4IDE4IDE4QzIxLjMxMzcgMTggMjQgMTUuMzEzNyAyNCAxMkMyNCA4LjY4NjI5IDIxLjMxMzcgNiAxOCA2QzE0LjY4NjMgNiAxMiA4LjY4NjI5IDEyIDEyVjBaIiBmaWxsPSIjNDQ3Q0NCIi8+Cjwvc3ZnPgo=){kind=small}
MiFID II and PRIIPs compliant
Fully MiFID II and PRIIPs compliant, ensuring transparent, secure, and client-focused investment solutions.
Financial Plannig
Visualize the Future with Powerful Financial Simulations
Create compelling financial simulation reports that demonstrate how your clients' portfolios can help them achieve their financial goals.
Related Products
Regulatory Reporting
Enhance compliance and streamline publication processes
Allfunds’ Regulatory Reporting platform ensures compliance with regulations and streamlines efficient document distribution, including KID PRIIPs, EMT, EPT, EET, Factsheets, and ESG reports. (Principal Adverse Impact and EU Taxonomy analysis provided by MainStret Partner).
ESG Reporting
Introducing our ESG section with EET and MainStreet Partners ratings, Impact Metrics, and PAI data
You can now present customers extra-financial results while ensuring regulatory compliance, transparency, and market best-practice.