For marketing teams
Deliver personalised fund reporting experiences that drive product engagement, increase investment transparency and improve investment decisions.
Remove the fragmented nature of global fund reporting by delivering centralised, consistent and connected fund reporting experiences across global and local distributions.
Customer centric
Build personlised fund reporting experiences specific to country, customer channel, fund range, asset class or an individual fund.
Expand your reach
Create on-demand digital instances and grow your global & local distribution of your products across countries and individual customer channels.
Operational controls
Digital self service controls enable global and local employees with controls to build and manage every instance, customer channel and fund reporting experience.
Brand consistency
Drive brand consistency across all your instances and product experiences by creating and setting global and local brand guidelines and styled themes.
Search and find
Comprehensive search, find and filtering capabilities
Data and information
Uncover detailed fund information including, but not limited to, fund managers, fund objectives, performance, breakdowns and contextually relevant insights.
Performance
Deep-dive into historical fund performance across Cumulative and Calendar Year charts and historical prices. Users can customise date ranges, allocate hypothetical investment amounts and add/remove benchmarks from Performance charts.
Breakdown
Explore the composition of a fund across region, sector, asset class and other classifications all the way down to the individual holding level.
Commentary
Access contextually relevant Commentary and Insights for each fund. Explore Commentary in the context of fund performance to allow firms to show their clients how they are proactively managing investments in response to market events.
Frequently asked questions
What is Fund Explorer?
What does Fund Explorer do?
How customisable is Fund Explorer?
How does Fund Explorer support global distribution of fund reporting?
How does Fund Explorer display the correct share classes and language to end investors?
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