| Allianz Global Investors |
| BNY Mellon |
| Morley |
| F&C Investments |
| M&G Investments |
| Norwich Union |
FundTools is a suite of fully managed modules, specifically developed to enhance asset manager websites with fresh price and performance information, interactive charts and on-demand documentation (RIY illustrations, databooks, web-based and daily factsheets). Modules are available independently or as a full implementation.
FundTools are customisable and configurable in terms of content as well as presentation. FundTools is data independent, with pre-built connections to Lipper, S&P and Datastream.
FundTools records all user actions and provides accurate management information to customers. In the case of personalised modules (RIY illustrations), the user details are available to customers for support and sales purposes.
Carrying on after the acquisition of Keydata UK Limited in February 2005, the industry-standard RIY Illustrations service has become the flagship FundTools module.
Compliant with current FSA regulations, the service allows financial advisers to input investment details (funds and amounts) and perform a full Actuarial calculation to produce Reduction-In-Yield illustrations which clearly display effects-of-charges and valuation projections.
The service is delivered online and is fully customisable - from the branding of the PDF templates, to the investment limits and commission details arranged between the fund manager and specific networks.
You can now link the management information service to the Adviser Directory to get up-to-date and complete contact information on advisers using the service. Please call us for more information.
| Modules |
| Daily and historical prices |
| Discrete and cumulative performance |
| Interactive charting |
| Web fund factsheet |
| Multi-fund RIY Illustrations |
| Reasons why letters |
| Portfolio manager |
| Features |
| Export views to PDF (daily factsheet) |
| Export views to Excel |
| Compilation of databooks |
| Discrete performance tables with charts |
| Management information |
| Records all user actions |
| Custom tables and charts |
| Includes user contacts where available |
| © FundWorks UK Limited 2008 | +44 (0)20 7763 6910 | info@fundworks.com | Contact details  |
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