Fund comparison
Research structures, class-specific fees, liquidity and available performance.
For financial advisors
Stronger research. Connected client workflows.
Connect fund data, terms and source documents in your research process, and discuss professional workflows for your team, prospects and clients.
Portfolio understanding
Examine concentration and exposures behind fund presentations.
Team and user management
Manage colleague and client access through defined roles and permissions.
Client lead management
Track prospective clients, enquiries and relationship stages.
Client data rooms
Keep research and supporting documentation organised for client access.
Client onboarding
Coordinate user onboarding and follow each client's progress.
Professional modules
From research.
To client workflows.
Institutional solutions cover research and professional workflows: user and team management, lead management, data rooms and user onboarding. These dedicated professional modules complement fund research and are separate from Investor Access. Request a demonstration to discuss the platform, your team’s needs and institutional pricing.
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Explore institutional solutions