Peer intelligence
Compare reported portfolios, fees, fund size and market positioning.
For fund managers
Research the market. Manage investor relationships.
Put your funds in context with peer, portfolio and market intelligence. Explore dedicated professional workflows for your team and investor relationships in an institutional demonstration.
Market evolution
Research new funds, exposures and changes over time.
User and team management
Manage team members, roles and access permissions.
Investor lead management
Organise prospective investors, enquiries and relationship stages.
Fund data rooms
Organise fund documentation and manage investor access to shared materials.
Investor onboarding
Coordinate user onboarding and track the investor journey.
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.
Request a demonstrationPaid services never determine our source-backed facts, independent methods or analytical scores.
Explore institutional solutions