Digital distribution and fund marketing for third party marketers
CRM, fund intelligence and fund marketing; your virtual shop window and marketing machine.
Investors expect more
Increasingly- knowledgeable investors demand self-service insight and transparency.
Your brand matters
3PMs need to position themselves as above and beyond the competition, and brand perception is hugely important in selection.
Clients want data
Hedge funds want clear transparency into what their 3PM has done for them, and the value this has added to their business.
Pressure on price
Margin pressure and competition on price makes digitisation across operations essential.
A` compliant, scalable and fully-digital fund distribution and marketing platform.
Silver service fund marketing
Next level fund marketing for your clients.
Tried, tested, trusted
Used by six of the top 10 global investment banks.
Track throughout your operation
Go into every conversation with complete and accurate information.
Focus your sales effort
Use engagement metrics to have the right conversation at the right time.
Collaborate across teams
No more siloes, reduced key-man risk.
Prove your value
Measure and report on your ROI.
Your shop window
Showcase the funds you offer in a single repository that investors can access independently.
A great investor journey
Offer investors a far superior experience, delivering greater value for your funds.
Give your managers control
Managers can provide the information they want to display, direct to FundPlatform.
Have the right conversation, at the right time – guided by investor engagement.
First class marketing
Content, campaigns, emails – all within FundPlatform.
Your virtual event machine
Agenda, registration and promotion workflows for streamlined events.
Measure your value
Campaign metrics, performance and ultimate ROI for your clients.