Banks & Wealth Managers

Empowering Growth and Efficiency

Our comprehensive suite of digital wealth solutions caters to everyone, from individual investors to seasoned portfolio managers and financial institutions. We provide cutting-edge tools and services to optimize your investment strategies, enhance client engagement, and drive business growth.

Banks & Wealth Managers

Case
Studies

Omnichannel platform

BIG has adopted a modular approach designed to encompass the entire relationship cycle between the company, its clients, and advisors. The project includes fund management and has evolved into a versatile multi-product platform.

Regulatory Compliance

Emirates NBD needed to adapt its business model to meet new regulatory requirements. The bank introduced model portfolios combining funds and ETFs to offer diversified investment options to its end-clients, ensuring compliance and enhancing service offerings

Broker Online

Andbank Spanish group sought a multi-region platform adaptable to both Broker Online and Private Banker solutions, capable of presenting end-client data, positions, order book, and trading capabilities based on user profiles.

ESG Reporting

Using Allfunds’ nextportfolio tool, Unicorp provides detailed ESG profiles with SFDR classifications and taxonomy. ESG ratings from MainStreet Partners offer comprehensive insights, aiding clients in making informed investment decisions.

The platform for world-class banking and wealth management

Transform Legacy Systems into Digital-First Experiences

Seamlessly manage the full lifecycle of wealth management on a single platform with modern, user-friendly interfaces, integrated technology, ESG and regulatory compliant solutions to enhance digital experiences and optimize operations.

01

For Advisors & Institutions

Equip the team by enhancing personal relationships and advice with continually updated information, utilizing our analytics and reporting tools to allow advisors to tailor insights.

The platform for world-class banking and wealth management

02

For Data Managers

Centralize and optimize your investment data with our comprehensive platform. Access a single source for multi-asset data feeds, streamline operations, reduce costs, and enhance decision-making with real-time integration and flexible delivery options. Ensure data consistency, security, and availability.

03

For Investors

Build tailored portfolios at scale with the ability to create truly personalized, yet compliant and risk-centric investment products according to each client’s lifestyle, beliefs, and life stage, while efficiently managing the product palette offered to investors across asset classes and their associated recommendations and views.

Our offer

Invest. Everything. Centralize

One platform for mutual funds,
private markets, and ETP distribution.

Long-Only

platform

Leading Platform

Private Markets

platform

New ETP

platform

Long Only Funds

Our B2B platform supports an open-architecture model, featuring over 3,100 fund groups and approximately €1.5 trillion in Assets under Administration (AuA). With over 24 years of experience, we are a trusted leader in the industry.

Private Markets Platform

Launched in the first half of 2023, our open-architecture model for private markets includes more than 120 Alternative Asset Managers and over €16 billion in AuA.

ETP platform

Our one-stop shop solution for Exchange-Traded Products (ETPs) provides clients with access to a wide variety of ETPs, enhance liquidity delivery, and optimize distribution strategies.

Wealth Manager Portal

Nextportfolio
360 solution for your advisors, bankers and end client networks.

Newly enhanced and built in AI, Nextportfolio is the go-to portfolio management tool for wealth management professionals and private banks.

Delivering everything you need for planning and execution, Nextportfolio offers ESG metrics, reporting solutions, rebalancing, and other value-added functionalities to boost your analysis capabilities and facilitate compliance and regulatory requirements.

Leverage dedicated software to support your Advisory, Discretionary Portfolio Management, Execution Only, and Robo-Advisory services.

Allfunds

Soluzioni ESG

Convert ESG from a burden to an opportunity

At Allfunds, ESG isn't just an afterthought - it's seamlessly integrated into our suite of financial solutions.

We offer a comprehensive set of solutions, including proprietary ESG ratings, data, and tailored solutions to help you navigate the complex ESG landscape. Partner with us and MainStreet Partners, our trusted ESG expert, to unlock a world of sustainable investment opportunities and turn challenges into competitive advantages.

ESG Analytics

A comprehensive ESG audit tool to assess portfolios of Funds, ETFs, Equities, Corporate Bonds, Government Bonds, Green and Social Bonds.

+90.000

Funds & ETFs

415

Funds Houses

4.400

Green Bonds

8.500

Unique Strategies

Allfunds

Fund Research

Focus on What Matters:
Expert Investment Solutions

Allfunds Investment Team empowers you to focus on your core investment strategies while we handle the complexities of research and due diligence. Our tailored, independent solutions enhance your efficiency and support your ESG goals.

Brief Description of Services

Comprehensive Due Diligence

Gather in-depth information at both the fund and company levels. Make informed decisions with access to consistent and up-to-date data.

Proactive Monitoring

Build and manage model portfolios aligned with various risk profiles. Receive personalized reporting and insights tailored to your needs.

Customized Model Portfolios

Build and manage model portfolios aligned with various risk profiles. Receive personalized reporting and insights tailored to your needs.

Allfunds

Golden Data Hub

Simplify your data operations with a single source for all your investment data needs

Accelerated integration process

Build new business lines by leveraging on 100+ pre integrated data vendors

One single entry point and support

One place to invoke all what you need

Multi asset

Integration of any asset type in the market

Real-time connectivity

Real-time data connectivity with multiple data sources

Allfunds

Due Diligence Portal

Fast-track your Due Diligence workflow, from data to reporting

Access accurate, up-to-date Due Diligence material from Allfunds’ standard database. Run assessments and generate regulation compliant reports that support your fund catalog.

Allfunds

Servizi ManCo

Your Leading Platform for Mutual Fund Distribution

Allfunds Investment Solutions can support distributors in a variety of services, reducing administrative load and enabling them to broaden their commercial reach.

Fund hosting and private labelling

Our comprehensive fund hosting and private labelling offering establishes a robust and enduring relationship with fund houses and distributors, ensuring long-term collaboration and mutual growth through tailored solutions and dedicated support.

Sub-Advisory Platform

Allfunds accelerates your own Sub-Advisory developments thanks to customized services adapted to your needs: tailor-made mandates corresponding to your asset class and/or manager preferences, dedicated fund solutions.

Multi-Boutiques Offering

This B2B offering from Allfunds is not limited to pre-selected boutique funds available off-the-shelf but rather to an investment solution that allows wealth managers to design and implement a differentiating investment offer for their clients.

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