Remove the fragmented nature of global fund reporting by delivering centralised, consistent and connected fund reporting experiences across global and local distributions.

Customer centric
Build personlised fund reporting experiences specific to country, customer channel, fund range, asset class or an individual fund.

Expand your reach
Create on-demand digital fund centres catered to specific global and local distribution needs (e.g. country, investor type etc).

Operational controls
Digital self service controls enable global and local employees with controls to build and manage every customer distribution channel and fund reporting experience.

Brand consistency
Drive brand consistency across all your online product experiences by creating and setting global and local brand guidelines and styled themes.

• Search and find - comprehensive search, find and filtering capabilities

• Data and information - uncover detailed fund information including, but not limited to, fund managers, fund objectives, performance, breakdowns and contextually relevant insights

• Performance - deep-dive into historical fund performance across Cumulative and Calendar Year charts and historical prices. Users can customise date ranges, allocate hypothetical investment amounts and add/remove benchmarks from Performance charts.

• Commentary - access contextually relevant Commentary and Insights for each fund. Explore Commentary in the context of fund performance to allow firms to show their clients how they are proactively managing investments in response to market events.