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Analytics

AnalyticsAnalytics is the only internet-delivered package for investment professionals with the most comprehensive fund research and analysis.

Key Benefits

  • Depend upon the most complete source of fund performance and fact sheet data in the UK – updated intraday. Analytics is the most advanced and intuitive whole of market fund selection package, covering onshore and offshore funds, pension funds, life funds, investment trusts and equities.
  • Access to sophisticated analytical tools which range from simple list-building to portfolio modelling and optimisation techniques in an intuitive and easily accessible web based program.
  • Demonstrate fund and portfolio performance through a variety of line, scatter and bar charts, tables and customised portfolios and reports.
  • Use Crown Ratings, S&P Ratings, OBSR and Alpha Manager Ratings to supplement your research.
  • Analytics is available as a stand-alone product and can be integrated with the Ascentric Platform giving you the ability to upload your client portfolios directly into the program’s portfolio builder tool.

Why Analytics?

Creating wealth management

  • Increase funds under management by demonstrating the returns for regular savings and lump sum investments
  • Prove the capital return as well as the income earned on Funds
  • Easily Demonstrate the risk return of your Client’s portfolio
  • Create model portfolios to standardise investment process
  • Show performance both graphically and in table format
  • Produce professional output for reports and presentations
  • Produce your own-branded fund fact sheets
  • Dynamic Portfolio Tool create portfolios with transactional changes over time



Why Advisers use Analytics
  • To attract new clients
  • To demonstrate to clients the true value of advice
  • For portfolio monitoring and benchmarking
  • To provide a better quality service
  • Clear reporting for client review meetings

Analytics Free Trial

As you can appreciate there is a lot more to see in Analytics and the Analytics Team will provide you with a telephone web demo of Analytics, where they will show in ‘live’ time how Analytics works, its benefits and presentation outputs. This will also entitle you to a free trial for an agreed period so that you can assess the value of Analytics for your business.


How to Book Your Demo & Free Trial

Please contact Judy Thomson by email or on 0207 408 8023.