Distributors of investment funds, be it large banks, private banks, intermediaries or independant financial advisors, all cope with the same problems. Gathering data of investment funds, keeping that data up to date and presenting it in a uniform way takes a lot of time and effort. An audit we performed in collaboration with Van Lanschot Bankiers and Fortis Bank, shows that advisors spend over 60 hours per year solely on looking up information on investment funds.
Organize and centralize
Whether targeting consumers or professionals, when you provide information about investment funds, it is important to have all available data gathered at a glance. Information must be uniform -in order to make good comparisons- and easy to comprehend. FinFiles has one-stop solutions to make this possible. It is also possible to create a completely tailored web environment suited to your specific needs. Integration of video, high resolution real-time PDF creation, editorial content and seamless integration with your existing platform are some of the possibilities.
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Fund Data Interface
Data management
Fund Files Engine