Designed with both usability and compliance in mind, the solution enables clients to explore AXA’s full fund range through interactive filters, advanced search tools and dynamic visuals – while ensuring all disclosures meet the latest MiFID and SFDR requirements.
The portal combines Infront’s web-widgets-based solution (Web Toolkit) with document automation (Template Manager) and calculations (IQ Risk) from Infront Quant. Clients can dynamically view multi-year fund performance, sustainability scores, risk indicators and clearly presented fund breakdowns by region, sector and underlying asset class – all backed by a powerful funds database and seamless PDF generation of factsheets and Key Information Documents (KID’s).
Built for regulatory transparency and client engagement
When AXA set out to revamp its fund website, they needed more than a cosmetic upgrade. Following updated guidance from the European Securities and Markets Authority (ESMA), the insurer sought a fully compliant solution for marketing investment products, particularly Packaged Retail and Insurance-based Investment Products (PRIIPs).
Infront’s solution delivered:
- Advanced, Google-style search and screener functionality
- Clear factsheets and KID’s generated via Template Manager
- Risk and sustainability scoring aligned to MiFID II, SFDR and SRI
- Interactive graphics showing fund allocation and exposures
- A modular portal framework enabling future growth and flexibility
Together, these components create a fund experience that is transparent, scalable and ready to evolve with AXA’s offering.
A proven approach for modern fund presentation
While the solution was tailored for AXA’s requirements, the underlying components – from the Web Toolkit and funds database to the automated document and scoring engines – can support other providers facing similar challenges. Insurers, asset managers and wealth firms looking to modernise their fund interfaces or meet evolving regulatory disclosure rules can benefit from this proven approach.
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