InvestorFlow™ for Funds-of-Funds provides fund managers with the tools they need to administer all of their front-office business processes. This robust digital platform is designed to support direct investors and the marketing needs of financial advisors. The solution also includes reporting upon performance at any level of the fund's structure, both across funds and down to the level of underlying managers, providing key insight into the fund's overall performance.
The application provides a custom presentation development engine, allowing financial advisors to best represent products and performance. Additionally, the application can customize charts against indexes, calculate betas and sharpe ratios, as well as perform historical what-if analysis.
InvestorFlow™ for Funds-of-Funds modules can be implemented individually or together as one integrated platform based on the specific needs of each firm.
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