Digital-Advisor– your new digital team member in fund investment advisory
April 10, 2018 |
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Tens of thousands of funds are fighting for investors' attention, but which analyst has time to examine all of them in detail? Digital-Advisor from fundinfo provides professional support to help you with this task. The web-based fund selection tool evaluates funds according to qualitative and quantitative criteria, combined with the preferences and beliefs of individual investors. Within seconds, Digital-Advisor generates a short-list of the most attractive active and passive funds based on qualitative due-diligence data and track records from thousands of funds.
Our fund analysts have gathered forward-looking data on more than 3,000 of the most interesting funds and ETFs in standardised format so that they can be evaluated by intelligent algorithms. Digital-Advisor not only analyses which funds are the most convincing in terms of quality, but also matches the fund's detailed characteristics with the investor's preferences, convictions and market expectations. A personalised selection list is created within seconds.
As a result, analysts can focus on in-depth analysis of the most interesting funds without having to obtain the due diligence data themselves. Access to fund presentations and all standard fund documents is also available. Fund selectors can even comment on their choices and create referral lists and analyst reports in up to seven languages, all in the corporate design of their company.
Digital Advisor significantly increases fund selection efficiency, provides added-value by tailoring results to customer needs, and documents its selectionsin detail to meet regulatory requirements. Interested? Then contact our team, or write to us if you would like to learn more.