Pull data directly from the master data management platform
Input expected changes— fund launches, fund names changes, manager changes— ahead of time
Automated nightly update of NAVs through built in Price & Performance page
Detailed reports on customized web and PDF fund profiles
Publish your data to a centralized API and connected to your website, reporting-applications, third-party applications / vendors, data aggregators, etc.
Choose from a design library or customize your reports