FundExpress – the benefits for users:
FundExpress moves data quickly between fund providers and PIP platforms as soon as the data is published.
- Fund providers - just upload your data, and it will be delivered to your designated recipients. To add recipients, just log-in and connect them to your data.
- Data recipients – log-in regularly each day and download new data that has arrived from fund providers, or set up an automated data retrieval process.
FundExpress:
- Saves time and money through single point access for your data needs. No need to maintain multiple interfaces or delivery lists of your clients – this one system does it all.
- Improves accuracy and speed by eliminating tedious manual processes, which are prone to error.
FundExpress is easy to use, with many features:
- Web-based for easy access by users, password protected user log-in, and https data security.
- Complies with the new ISI standard for inter-fund and market research reporting.
- Offers file format options – CSV or XML – and translates between these two formats so providers can send, and recipients can receive, in their preferred file format.
- Full data specification and user documentation provided.
- Service level reporting, with user prompting and alarms.
- Delivery automation options for volume users.
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