FundWise offers a thorough evaluation by analyzing all underlying assets, rather than just the top holdings, which is common practice today. It integrates the performance of each asset into the overall prediction of the fund’s performance. By combining this comprehensive analysis with risk metrics and factors like fees and size, the product delivers a clear view of the fund’s strategy and composition. This unique approach gives investors a deeper, data-driven understanding of the fund, enabling more informed decision-making.
FundWise equips your platform with recommendations for 12,000 funds worldwide, offering multilingual support and in-depth rationale to enhance investor decision-making.
Enable interactive comparisons across various factors, with graded metrics against industry averages, allowing users to easily evaluate and choose between alternative funds, whether active or passive.
FundWise ensures full compliance, giving investors confidence in their recommendations. Tailor the solution to your platform’s policies with customizable coverage and user interface options.
Increase activity by tapping into growing interest in funds with a powerful intelligence tool. Offer recommendations for 12,000+ funds, interactive comparisons, and graded metrics. Unique holdings analysis reveals stock opportunities within funds, driving exploration and boosting platform engagement.
Enhance service with recommendations for 12,000 global funds, backed by rationale in any language. Compare active and passive funds, access clear performance insights through unique holdings analysis, and deliver compliant, personalized recommendations.
