Investment Desktop provides a single location for fund information and data tools to engage clients

A simple pricing page or fully featured research centre, easy configuration allows you to meet business requirements and exceed client expectations.

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We have spent the last ten years perfecting this tool, creating our own version, THE Library, which features fund data from around 700 global fund groups.

For a decade we have supplied research centres to some of the industry’s biggest names and we continue to evolve to meet client, investor and regulatory demands.

A highly developed search and filter system returns the key data clients need and can be combined with Fund Pages for in depth analysis. Comparison, Performance Charting and Portfolio Builder give your audience the tools to inform their choices.

What can you expect from our Investment Desktop?

Quick search and extensive filter options, returning a depth of documents, static data, and fund portfolio analysis, driven by our extensive data hub.

Fund lists support creation of client portfolios, model portfolios, or panels.

Ability to create a favourites list allowing you to return later for more detailed investigation or comparison.

Ability to integrate with our other solutions such as Fund Pages, Portfolio Pages, Fund Comparison, and Income Forecaster.

Here’s how our Investment Desktop can benefit your business

  • Offers you access to FundsLibrary’s entire data hub through a customisable SaaS solution with an economic cost of ownership

  • Access to the latest documents, prices, income figures, ratings, and performance data all in one place

  • Fund groups can meet their regulatory requirement for price publication and enables document distribution

  • Platforms can provide their clients with powerful whole-of-market search features

  • Seamlessly integrated into your website to support your client journeys and reinforce your brand

Talk to us today to find out how our Fund Research Centre can support your business

Send us your details and one of our team will be in touch.

Expert support

Responsive UK-based team.

Reliable service

Trusted service backed by a FTSE 100 company.

Management information

Provision of audit trail and archive services.

Secure processes

Robust disaster recovery and business continuity.

All figures correct as at 30.06.2019.