FundsApp
Financial Advisors
 Instantly track & report performance of client fund portfolios,
because you care about your clients ... and your time.

How much time do you spend

  • Assessing a client’s pension fund performance over time against inflation.

  • Identifying which fund within the pension fund portfolio of a specific client is underperforming.
  • Preparing a 1-year portfolio performance report for a specific client.
  • Evaluating the pension fund performance of your total client base.

HOURS ?

Be SMARTER about your time
FundsApp can change hours into SECONDS

Download FundsApp on Google Play
Download FundsApp on Apple Store
fundsapp header mobile

FundsApp
Financial Advisors
 Instantly track & report performance of client fund portfolios,
because you care about your clients ... and your time.

How much time do you spend

  • Assessing a client’s pension fund performance over time against inflation or benchmarks.
  • Identifying which fund within the pension fund portfolio of a specific client is underperforming.
  • Preparing a 1-year portfolio performance report for a specific client.
  • Evaluating the pension fund performance of your total client base.

HOURS ?

Be SMARTER about your time
FundsApp can change hours into SECONDS

Download FundsApp on Google Play
Download FundsApp on Apple Store

Features
FundsApp provides the following features to manage the pension fund portfolios of your clients more efficiently, saving you time and keeping your clients up to date with portfolio performance.

Performance
Numbers

View portfolio performance of the selected client over specific periods with an immediate comparison to CPI and second selected benchmark.
 

Performance
Graph

View portfolio performance of the selected client visually in graph format with CPI & 2nd benchmark lines for easy comparison.
 

Asset
Allocation

Risk profiling made easy.
A pie chart will help you instantly analyze the asset allocation of a client portfolio.
 

Fund
Selection

With our DREAM portfolio and fund ranking you get instant insights into fund selections for a client. Tap on fund to find better ranking funds within same sector.

Performance Analysis report.

Instantly generate a 1-year Portfolio Analysis report, customized with your company banner, ready to be sent to your client.

The report includes a 1-year portfolio performance graph with CPI line, current asset allocation and a detailed list of funds with their individual performance, including fund ranking.

Client Performance export

On the app you select the period of performance and comparative benchmark, for instant evaluation of performance for your entire client base.

Afterwards you can then export such a list to Excel, for further filtering in order to identify which client portfolios need some attention.

Book a live DEMO
Let us present the power of FundsApp in a live one-on-one demo.

Book a live DEMO
Let us present the power of FundsApp in a live one-on-one demo.