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Allfunds connect Strumenti su fondi Nextportfolio Strumenti di reporting Digital Selector Share Class Tool Telemetrics Online Dealing System
Registrazioni Distributori Scegli tra i migliori gestori di investimenti al mondo attraverso la piattaforma digitale unica di Allfunds. Registrati
Registrazioni Società di Gestione fondi Rendi disponibili al trading i tuoi fondi sulla rete di distribuzione di Allfunds. Avrai tutti i servizi necessari alla distribuzione in un unico punto di accesso. Registrati
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) Richiedi una demo
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 Richiedi una demo
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 Richiedi una demo
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 Richiedi una demo
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.