Comprehensive fund information through your own website

Enabling you to provide up-to-date and customised fund data and documents (including your own model portfolios) direct to your clients via your own website.

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Up-to-date fund information on your website

Our digital tools for advisers allow your clients to view current fund information (including your own model portfolios) and access a wide range of original documents from your own website.

 

Customised to your business

Our digital tools for advisers can be customised to match your brand, fund range and investment messages so that you can deliver tailored and powerful information solutions to clients via your own website.

 

Up-to-date

Our online investment tools are constantly evolving to ensure that you benefit from the latest functionality, the freshest data and the most innovative solutions.

We can provide a range of 12 intuitive templates that can be easily added to a website or client portal to display fund and/or portfolio data to your clients.

Display Factsheets, Key Investor Information Documents and Prospectuses. All documents can be customised to your company branding.

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