FundWeb™

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Overview

FundWeb is an advanced web solution with almost no IT involvement and reduced data resources.

We offer a variety of fund information solutions that can be integrated within your web site, while complying with your special data requirements. An implementation can be made without the expenditure of any considerable IT resources on your part.

All of our web solutions can run on daily data, with daily NAVs, performance & risk are calculated on the fly shortly after your NAV file has been received from your fund administrator. Portfolios and asset allocations are updated via your standard data vendor feed, and basic data can be updated on the fly in our Fund Masterfile system.

The solutions fully support your branding and styled according to your own guidelines and are integrated using I-Frame technology.

Support your customers’ needs by implementing a responsive layout, ensuring that all viewers of your fund information solutions will be able to see your information in a logical and optimal manner. Responsive solutions support viewing with a minimum of resizing, panning, and scrolling across a wide range of devices, including mobile phones, tablets and desktop computer monitors.

Key Features

Modules:

  • Online fund lists with updated daily NAV information
  • Online daily updated dynamic fund fact sheets
  • Fund document & KIID libraries
  • Fund comparison
  • Portfolio X-rays
  • Investment advisory tools

All of FundConnect’s Web Solutions are available with multi-language and multi-currency capability.

Key Benefits

Examples of key synergies:

  • Performance & risk figures automatically generated and updated on the fly with a feed from your fund administrator.
  • Portfolio allocations and lists updated automatically with normal market feed. Also free inclusion in European Fund Classification.
  • Re-use of data from other FundConnect services, including KIID SRRI indicator, texts from KIID or Masterfile service, fees etc.
  • Implementation merely consists of integrating URLs within your web framework.
  • Remove any references to 3rd party providers and put your own brand in focus.

Product/Service details

User Suitability (Capital Markets & Investment)
Asset Managers, Trading firms, Wealth Managers
Geographic Availability
Asia-Pacific, Europe, North America
Asset Class Coverage
Equities, Funds
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