Fundpath is a critical data and business intelligence service for the wealth and asset management industry
Fundpath is a data-powered SaaS platform for the financial industry, specialising in:
Investment distribution insights
Fundpath bridges the information disconnect between buyers and sellers of funds, supporting the industry by sharing business intelligence to enable better outcomes across the whole investment ecosystem.
Data aggregation from public sources
Fundpath's Knowledge Bank provides asset managers with the industry's most accurate data source, offering insights into asset class specialisms, decision-makers, fund selection parameters, and allocation intentions.
Fund buyer business intelligence
Fundpath gathers data from more than 1,000 wealth management organisations in the UK, Channel Islands, and Ireland, sharing this information with fund distribution teams to help streamline communications.