Overview
Search and select managed funds to:
- view and download reports and data (Tabs / PDFs)
- create Product Groups / APLs
- review further using the Quantitative Analysis tool
- build portfolios
Key Features
1. Search
- Search for funds by name / APIR code and/or using filters
- Search for multiple funds in a single search using APIR codes (copy and paste from excel, word etc.)
2. Reporting
- Access PDF Reports and data from report Tabs
- Build and schedule to receive custom reports from the data available (choose what information to display)
- Download reports to Excel, Word and PDF
- Download groups of Profile and Advanced Profile reports in a single file
3. Actions
- Transfer selected funds to the Quantitative Analysis tool for further assessment
- Create Product Groups / APLs from selected funds
- Select funds to build a portfolio
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