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With pressures mounting from scale, costs & fees, a further sixth of firms are predicted to disappear by 2027. Teams are having to deliver better results with less resources.
To survive and thrive, you need strong products, happy clients and deliver great outcomes. And that’s exactly why we built AM Insights.
Automated alerts on your entire watch list
Fast & user-friendly
Accessible from any device
Instant access to 10,000+ funds
How in 2023 can fund data platforms be so difficult? Old, clunky, not available on mobile. Or so difficult to use, you need a PhD to figure it out. Using them feels like your hands are tied behind your back.
Your team needs access to the right data at the right time. So they can make the right decisions.
A tool so user-friendly, even the ‘dinosaurs’ on the team love it. Available on any device, putting information at your fingertips. With end-to-end coaching & support to help you get the results you want.
Request a demo to discuss how AM Insights can deliver for your organisation.
Fund researchers have to keep on top of potentially hundreds of funds, and though their teams are often shrinking through consolidation, regulatory responsibilities are increasing.
With the number of funds in your buy list and current tool, we can tell you how much time AM Insights could save you.
And knowing how to interpret it in the context of their role. What would be the impact be? Better market awareness, better prep for meetings, more valuable conversations, more identified risks and opportunities.
AM Insights is used by Fund Researchers, Fund Sales, Investment Managers and Executives.
Find out how we help:
AM Insights delivers the specific data fund researchers need in a simple, easy-to-use system that makes tracking your funds fast, easy, and stress-free.
Track your funds via your personalized dashboard, with less frustration and wasted time
Never miss another significant change in your buy list again.
The clear, user-friendly interface you’ll love to use.
No more getting lost in complex interfaces or wasting time finding the relevant feature.
Access your funds from your desktop, laptop, mobile or tablet quickly and easily.
Use a platform designed specifically to keep on top of your buy list.
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Maximise conversations with clients by truly adding value
Minimise the noise and focus on the areas that matter