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Access to full fund universe

1 star
Standard

(Not included)

2 star
Advanced

(Included)

3 star
Premium

(Included)

  • Key Features

    1 star

    Standard

    For free! This is our recommended package for smaller IFAs, to find best funds for specific needs out of a restricted “sponsored” fund universe.

    2 star

    Advanced

    This is the preferred choice for IFAs or small/medium-sized banks that want to find the best funds out of fundinfo’s full universe and to thoroughly manage their fund research process.

    3 star

    Premium

    This is the ultimate solution for banks, fund supermarkets or robo advisors that require customised fund universes or report designs, multilingual content or API access.

    • Access to full fund universe

      Not included
      Included
      Included
    • Filter on share class suitability

      Included
      Included
      Included
    • Match with needs and expectations

      Included
      Included
      Included
    • Match with sustainability requirements

      Included
      Included
      Included
    • Score on quality

      Included
      Included
      Included
    • Shortlist funds with best-fit score

      Included
      Included
      Included
    • Research in-depth based on data and docs

      Included
      Included
      Included
    • Evaluate portfolios of funds

      Included
      Included
      Included
    • Approve funds meeting minimum criteria

      Included
      Included
      Included
    • Recommend funds preferred by analyst

      Included
      Included
      Included
    • Comment by analyst and/or robo text

      Included
      Included
      Included
  • Additional Output

    • Fund list

      Not included
      Included
      Included
    • Analyst reports

      Included
      Included
      Included
    • Transparency reports

      Included
      Included
      Included
    • Due diligence reports

      Included
      Included
      Included
    • Product due diligence

      Included
      Included
      Included
  • Customisation

    • Your customised fund universe

      Not included
      Included
      Included
    • Your own scoring methodology

      Included
      Included
      Included
    • Your own matching criteria

      Included
      Included
      Included
    • Your own rating scale

      Included
      Included
      Included
    • Your comments about more than one topic

      Included
      Included
      Included
    • Your comments in more than one language

      Included
      Included
      Included
    • Your corporate design for reports and lists

      Included
      Included
      Included
    • Distribute your recommendations via Digital-Advisor

      Included
      Included
      Included
    • Access Digital-Advisor via API

      Included
      Included
      Included

Please read the flyer or contact us for more info