Our market-leading portfolio analysis engine is the only x-ray tool that analyses a portfolio at security level, combining industry standard classifications with full portfolio holdings to deliver a unique insight.
Combined with fund portfolio data from our own extensive data hub, THE Library, we have created a tool that enables users to be much better informed about the exposure in a portfolio.
What can you expect from our Portfolio Factsheets?
Here’s how FundsLibrary’s Portfolio Factsheets can benefit your business
Our portfolio analysis gives your clients an instant, insightful view of their portfolio breakdown
An engaging interactive summary adds value by encouraging investigation, analysis, and evaluation
With core asset allocation exposed, clients and advisers can make more informed investment decisions
Talk to us today to find out how our Portfolio Factsheets can help you get the insights you need
Send us your details and one of our team will be in touch.