Portfolio Analysis Tool for Web
Make your fund pages interactive.
Portfolio Analysis Tool for Web turns static fund and model information into live, branded, interactive web experiences - with comparison, exploration and on-demand outputs.
The website engagement problem
Your website should do more than host factsheets.
Visitors to a fund manager's website have come to ask a question. The current default answer is a factsheet PDF that loads in a new tab, was last updated some weeks ago and offers no way to interact, compare or save.
Your visitors arrived expecting a digital experience. They got a PDF.
Help them choose with confidence.
What Portfolio Analysis Tool for Web does
Compare. Generate. Measure.
An interactive portfolio comparison and investment analytics, housed on your website, for any user to explore.
Compare
Allow users to compare selected funds, models, or portfolios side by side in a branded interface.
Generate
Create branded on-demand outputs from selected funds, models or comparisons.
Measure
You can now understand which funds, ranges or propositions attract engagement and where users spend time.
PROVIDING COMMERCIAL INSIGHT
Turn fund pages into measurable engagement.
For most marketing and digital teams, fund-page performance has historically been a black box. PDF downloads. Time on page. Nothing about what the visitor was actually trying to understand.
Portfolio Analysis Tool for Web changes that. It transforms fund and proposition pages into interactive engagement experiences, giving marketing and digital teams visibility into which portfolios are compared, which propositions attract the most attention, and how the visitors engage with investment content.
The experience remains fully branded and sits on your own website, creating value for advisers while generating engagement intelligence for your business.
Designed as a focused website enhancement rather than an enterprise transformation programme, it is easy to evaluate, straightforward to implement and deploys through standard web integration with minimal IT involvement.
Next Step
See Portfolio Analysis Tool for Web configured against your fund range.
A 30-minute live session with Portfolio Analysis Tool for Web running against a sample of
your actual funds.