FundsLibrary Services
Portfolio X-Ray Analysis
A detailed presentation of portfolio attributes including asset allocation, top ten holdings, industry sectors, geographies, credit quality, performance etc.
The X-Ray outputs are vastly superior to rival appraisals, as they are derived using the very latest analysis of the stock holdings in each fund.
Bespoke Fund Document Solutions
The FundsLibrary document store includes all of the documents described within FundCentral and FirstViews above. It is available to third parties in a variety of ways. Whether you require documents for just a selection of funds or the full range of our 4,000+ funds and trusts, and just one or many different document types, our bespoke solutions you will find a service that suits your website.
Daily-updated documents delivered via hyperlinks, white-labelled websites or 'i-frames' can add valuable content to your website. The regular management information about document download volumes will also help you manage your ongoing sales and marketing.
What should I do next?
If you would like more information about any of the FundsLibrary services described here, or their associated fees, please don't hesitate to get in touch with us.
| Contact: | ||||
|---|---|---|---|---|
| David Zwirn | 07957 494070 | Stuart Louden | 0117 980 9994 | |
| david_zwirn@fundslibrary.co.uk | stuart_louden@fundslibrary.co.uk | |||