The very latest in fund data visualization tools

Fund ToolsImprove your investors user experience with the latest fund data visualization charting and analytical tools.

We've put together a sample of our latest fund tool components for you to explore, all of which can be custom branded and embedded easily into your website.

Example modules include:

  • Performance charting with benchmarks, growth and geographical allocation
  • Portfolio constructor wizard
  • Retirement calculators with asset allocation
  • Document portal components with entitlements and tags

Please fill in the form to view the modules.

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