Web tools
Interactive data visualizations
Overview
FundWorks Web Tools is a suite of fully managed tools, specifically developed for the online delivery of branded, interactive tools and documentation on asset managers’ websites. Content is updated daily, and includes price and performance tables, interactive charts and on-demand documentation (RIY illustrations, databooks and daily factsheets). FundWorks Web Tools is data independent, and provides detailed management information to individual fund and user levels.
Key benefits
- Enrich websites with dynamic, data-driven content and increase traffic and repeat visits
- Empower advisers with all the data, tools and documentation they need to win and renew business
- Maintain data consistency across different mediums and combine industry-standard performance data with proprietary or internally-available content
- Publish tailor-made websites, consistent to corporate branding as well as regulatory, technical and business requirements
- Instantly improve your ROI, by following-up leads from website visits and streamlining your online delivery
- Reduce time and cost associated with the implementation and maintenance of a scalable, secure and responsive service
Solution features
| Comprehensive suite of web tools |
| Industry-standard Reduction-in-Yield illustrations |
| Daily prices tables with historical views |
| Cumulative and discrete performance tables |
| Interactive multi-fund charting with flexible user-set periods |
| On-demand, daily fund factsheets in HTML and PDF |
| Data independent |
| Automated daily data feeds from multiple sources: |
| Leading data vendors (Morningstar, Lipper, Datastream etc.) |
| Custodians, administrators and internal data sources |
| Customisable functionality and look-and-feel |
| Restrict fund listings or show entire universes for comparison |
| Control over page styling, typography and layout |
| Integrates seamlessly with all websites and platforms |
| Management information |
| Page impressions and usage statistics at fund level |
| Investment and commission values for Illustrations module |
| Capture of user details, including contacts |
| Managed service availability |
| No software to purchase, install or maintain |
| High-security and availability server infrastructure |
| Dedicated implementation and support teams |
| Subscription-based pricing model |
