CTO
AM Insights
This platform provides asset and wealth managers with tools for fund data research, including asset-class templates, watchlist creation, and model portfolio building. It enables fund researchers to analyze data and reduce risk in client portfolios.
- Data & Analytics
- Enterprise Software
- Financial Technology
- Software Only
Updated 5 months ago
Funding
Funding rounds are not available yet.
Founders
Product
Problem
Fund researchers and investment managers face challenges in efficiently tracking and analyzing a large number of funds due to outdated, complex, and inflexible data platforms. These platforms often lack mobile accessibility, real-time updates, and user-friendly interfaces, hindering timely decision-making and potentially increasing risk in client portfolios.
Solution
AM Insights is a fund data platform designed to streamline fund research and analysis for asset and wealth managers. The platform provides a unified view of over 70,000 share classes, enabling users to quickly look up and compare funds, create personalized watchlists, and build model portfolios. Automated alerts notify users of significant changes in their tracked funds, ensuring they can promptly identify risks and opportunities. AM Insights is accessible on any device and focuses on delivering essential features through a simple, user-friendly interface, reducing the time spent on data gathering and analysis.
Target Audience
The primary target audience includes fund researchers, fund sales teams, investment managers, and executives within asset and wealth management firms.
Features
- Instant access to over 70,000 share classes
- Customizable watchlists for personalized fund tracking
- Automated alerts for significant fund changes (e.g. halving in size, jump in number of holdings)
- Asset class templates displaying relevant statistics for different fund types
- Model portfolio construction to assess fund blending
- Mobile accessibility for on-the-go fund data access
- User-friendly interface designed for efficient fund research
- Instant chart loading