Solutions for Brokers and Dealers
From raw data feeds to white labeled versions of our existing web tools or fully
customized website solutions, we offer a full suite of investment fund related products
and services tailored to the needs of Fund Distributors including:
- Tools and data solutions for the advisor desktop
- Data feeds for back office and compliance systems
- Custom Branded website solutions
- FundProfiler- Investment fund research and analysis application
- FundGrade- Fundata’s distinct investment fund rating tool
Put the Fund Industry at your Fingertips
FundProfiler is a cost effective investment fund research and analysis tool offering
detailed coverage on over 16,000 investment funds and related products. With powerful
search and filter functionality, and simple navigation, FundProfiler makes it easier
to research funds and produce reports for your clients.
Meet your compliance needs!
Fundata’s risk data package helps mutual fund distributors meet their compliance
objectives. As regulatory requirements become increasingly stringent, meeting your
compliance objectives in a cost efficient manner is becoming increasingly critical
to the long term success of mutual fund distributors.
Make the grade!
FundGrade is designed to help advisors and investors identify top performing funds
quick and efficiently. The FundGrade rating system uses proprietary methodology
to assign fund ratings that are simple and easy to understand.
Web solutions to suit all your needs!
Utilize our in-house expertise in web development to quickly deliver productivity
enhancing solutions to your advisor network and investment fund content to your
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