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fundinfo is preparing for Distribution Oversight / Upstream Reporting

August 02, 2018 | Company | Front | News | Platform | etfinfo | Businesspartner |

One of the numerous regulatory requirements of MiFID II is that distributors must inform asset managers to which client segment they have actually offered and sold their funds. At present, various working groups and associations are working intensively on practical implementation of this reporting...

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fundinfo at PWMA Event in Hong Kong
fundinfo at the Private Wealth Management Association event in Hong Kong

July 20, 2018 | Company | Events | Front | People | Platform | Businesspartner | News |

fundinfo was honoured to participate in the Private Wealth Management Association (PWMA) event in Hong Kong on July 12 to discuss product due diligence. PWMA is an industry association whose mission is to foster the growth and development of the private wealth management industry in Hong Kong. In...

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Digital-Advisor new features (1)
fundinfo’s Digital-Advisor: new features and service packages for professional fund selectors

June 05, 2018 | Company | News | Businesspartner | Front | Platform |

We are pleased to announce new features and service packages for our Digital-Advisor expert system for fund selection (find all details here): All three packages give you now access to fund presentations and standard DDQs provided by fund houses, allow you to rate and comment funds, see the audit...

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fundinfo's Digital-Advisor
Digital-Advisor– your new digital team member in fund investment advisory

April 10, 2018 | Company | News | Front | Businesspartner | Platform |

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...

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fundinfo News Dissemination
fundinfo launches new fund news service in cooperation with UBS

March 27, 2018 | Company | News | Platform | etfinfo | Businesspartner | Front | Press |

To provide investors with up-to-date information and views from fund managers fundinfo has launched a new service, in cooperation with UBS Global Wealth Management, that enables fund providers to publish fund-specific news in an automated and systematic way. The new service, known as News...

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fundinfo welcomes new Data Feed clients!

February 20, 2018 | Businesspartner | News | Platform |

With the help of our Data Feed portal, fund distributors can directly and automatically receive customised, high-quality fund data for thousands of funds directly into their systems. Thanks to a web-based dashboard, users can easily configure an individualized data feed and quickly integrate it...

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Create a fund information portal in your corporate design quickly and easily

February 02, 2018 | Company | Businesspartner | etfinfo | Front | Mediapartner | News | Platform |

Do you want to meet your information obligations with little effort, and at the same time offer your customers the best possible fund information service? Whether you are a fund provider or distributor - with fundinfo’s Web Publication Service you can let us take over the setup and update of your...

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fundinfo confirms KNEIP as approved Data Delivery Partner

January 12, 2018 | News | Businesspartner | Platform |

To uphold the high quality of our services and to ensure correctness of publication and dissemination of fund data, fundinfo pursues a primary source policy and, in general, accepts original fund data only directly from fund houses. As an alternative, however, fund providers are able to transmit...

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