Unit Trusts Data Products

Fund Analytics gives you the ability to adopt a whole of market approach with access to over 300 000 financial instruments, including Unit Trusts & OEICs, Investment Trusts, Pension Funds and ETFs.

Fund Analytics is an industry leading research solution for comprehensive fund research, portfolio analysis and reporting. Fund Analytics combines decades of investment data collection expertise with cutting-edge software to help financial advisers and their teams create a robust investment proposition and has been powering investment decisions for over a decade and focuses on providing advisers with an efficient solution to build successful centralised propositions and improve profitability, whilst remaining compliant and keeping costs down.

Whether you build your proposition through the more traditional fund selection route or prefer to outsource, Fund Analytics provides you with the right tools to improve efficiency in each stage of your investment planning process. The wide variety of research, modelling and reporting tools available on Fund Analytics can help you optimise your investment selection, conduct objective due-diligence, and demonstrate the value of your service in streamlined, fully compliant and profitable manner.

• Cloud-based — accessible 24/7 from any location, no installation needed
• All maintenance and updates managed by ProfileData — zero IT burden
• Daily automatic updates — most current fund performance data in South Africa
• Fund Research — objective, comprehensive due-diligence tools
• Portfolio Modelling — build and stress-test investment strategies
• Comparison & Analysis — benchmark funds across the full market
• Rich feature set: line graphs, scatter charts, performance tables, ratio data, factsheets, universe filters
• Professional, fully compliant presentations & reports
• Fully supported by a knowledgeable and friendly Helpdesk team

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