fundmate
You're looking for an application to easily transmit your fund data and conditions to partners and service providers like banks and fund platforms? You would like to view your holdings information in a detailed and sophisticated way - including supply channels - in order to improve your sales management?
We offer solutions for both challenges: fundmate.data is a powerful tool for distributing fund information and fundmate.holdings visualizes holdings data in a dynamic dashboard.
fundmate.data
With fundmate.data the transmission of your fund data becomes easy.
fundmate.holdings fundmate.
holdings
The latest product of the fundmate family offers you a detailed visualization of holdings data as well as supply channels and allows for optimized sales management.
Contact
Don't hesitate to get in touch or ask us for a personal presentation of the fundmate products.
rosicon
In addition to fundmate, rosicon provides products and services for managing fund data and calculating fees and commissions.