About this solution
Allfunds Connect is the wealth-tech ecosystem that connects distributors (private banks, RIAs, brokers) to the world's largest fund house network. It includes search, research tooling, model portfolio construction, ESG data, and the underlying execution rails.
The platform supports the day-to-day workflow of advisor and product teams: discovering funds, building model portfolios, monitoring performance, and placing orders without leaving the connect layer.
Business needs this solution addresses
- Investment research & product discovery
- Model portfolio construction
- ESG data & reporting
- Fund execution & order routing