Investment Analyser: access to over 1,400 portfolios from over 70 providers
Compare MPS data without asking for providers’ permission
Fintegrate's Investment Analyser is your fast, intuitive tool for in-depth investment research, giving you direct access to over 1,400 portfolios from over 70 providers – with no permissions required.
Here’s why our Investment Analyser can elevate your service:
- Comprehensive data: analyse funds and portfolios including their performance metrics, risk factors, fees, holdings, yield, distribution and much more.
- Versatile Comparisons: Seamlessly compare MPS with pension funds, OEICS, Unit Trusts, and life funds all in one platform.
- True Historic Performance: Analyse true historical performance (including rebalances and fund switches), risk, asset allocations, charges, and more.
- Compelling Report: Generate white-labelled, jargon-free reports that your clients will love.
Compare MPS models, custom portfolios, or funds with ease, focusing on the data that matters most to your daily decisions. With Fintegrate’s Investment Analyser, you’ll get the insights you need, faster than ever.
We know how cumbersome re-keying data can be. With our Bulk ISIN Import, you can upload multiple funds in one click and instantly compare their performance, risks, charges, and more—all in one comprehensive overview. Plus, from the fund overview, you can download KIID and factsheet documents right when you need them.
Our Investment Analyser lets you create fully customizable performance views—cumulative, discrete, annualised, or calendar-based. You can also tailor scatter charts to visualise performance periods, helping you clearly assess the risk-reward relationship for your clients.
To help you deliver top-tier service to your clients, Fintegrate has consolidated all key research inputs—such as charges, performance, risk, asset allocation, and ratios—into clear, jargon-free reports.
If you would like to find out more about our Investment Analyser, or if you have any question or suggestions, please do not hesitate to contact us on support@fintegrate.co.uk. Alternatively, you can download our guide here.
