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DA_Suitability Tool

fundinfo’s Digital-Advisor now offers a ground-breaking share class suitability tool

October 02, 2018 | Company | Businesspartner | Front | News | Platform |

Fund research in itself is a very interesting activity. However, if a fund selector spends more time searching for the right share class for each client segment than with actual investment due diligence, something is wrong! This is now a thing of the past - thanks to the new Share Class Suitability Tool of fundinfo’s Digital-Advisor.

Fund selectors can now inform Digital-Advisor of their requirements for a share class and the expert system will only propose funds that offer at least one share class that meets all these conditions.

For example, if discretionary mandates for Swiss investors are to be serviced, the search can be limited to funds registered in Switzerland offering trailer-free share classes denominated in Swiss francs. Perhaps the share class should also be reinvesting, and not charge a performance fee and avoid foreign currency risks? Even such conditions can be fulfilled with ease.

Digital-Advisor's Share Class Suitability Tool not only saves time, money and frustration, but also ensures that your recommendations meet all legal requirements while offering clients the optimal investment solution.

Please find more information about Digital-Advisor here. Do you have additional questions? Then contact our team. They would be pleased to answer any questions you may have.