PAT for Web - Portfolio Analysis Tools
Explore the power of staying invested.
Select a return period and chose a fund (or multiple) using our portfolio analysis tool.
We'll show you how that investment performed over time, based on actual historical data. No hype, just real figures.
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.
What Portfolio Analysis Tool for Web does
Compare. Generate. Measure.
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
Understand which funds, ranges or propositions attract engagement and where users spend time.
Why marketing and digital teams care
Engagement that marketing can actually see.
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 makes that engagement visible. Marketing and digital teams see which funds, models or ranges attract real interaction - and where the proposition is being explored most actively.
The output is a branded experience that performs commercially, presented on the firm's website rather than in a third-party data tool.
Commercial structure
Designed to be easy to evaluate.
Portfolio Analysis Tool for Web is designed as a focused website enhancement, not an enterprise transformation programme.
Typical first-stage deployments are scoped around a defined fund range, model range or proposition area, with clear implementation steps, agreed outputs and a practical commercial model.
It is built to deploy through standard web integration - without major IT involvement or platform change.
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.