Solution introduction

Tailored to the requirements of the mutual fund investors

FUNDSaiQ’s platform empowers its clients of financial advisors to focus on the best products in the market

Fund selection
The data science that underpins the platform starts by finding consistently outperforming managers versus the best passive funds. That in of itself is unique.

ESG
FUNDSaiQ allows you to find and retain the best performing funds in each category, whilst identifying fund managers that also have a high ESG score or exclude sectors of their choice. All this to assess a fund managers’ long-term potential for long-term sustainable outperformance that matches clients’ needs.

Alerts
We monitor and alert on changes in performance, team composition and style drifts, etc. Our platform will help you improve your chances of guiding clients to invest in long-term winning teams versus an internally developed selection process or other alternative selection platforms.

Tech, data & API

Cloud-based
Offered as a secure Cloud-based solution via the browser providing scalability and efficiency for users.

Data partners
Refinitiv and Morningstar provide the most essential data services that are used to deliver our unique offering.

API 
An API service will be available for customers to capitalize on the results of FUNDSaiQ analysis, directly into their own technology services.

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