ETFbook.com is a B2B SaaS platform providing ETF analytics and data solutions. It offers customizable dashboards and APIs for fund selection, product development, and marketing content, helping financial professionals make data-driven decisions without developing in-house software.
Funding
$4.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial professionals often struggle with fragmented data sources and the time-consuming process of building in-house tools for analyzing European-domiciled Exchange Traded Funds (ETFs). This makes it difficult to efficiently screen funds, monitor flows, and conduct performance analysis.
Solution
ETFbook.com is a B2B SaaS platform that consolidates data and analytics for over 2,000 UCITS ETFs, providing financial professionals with a single source of information for fund selection, product development, and marketing content. The platform offers customizable dashboards to analyze ETF flows and performance, along with a fund screener that allows users to filter by dozens of criteria, including ESG factors. ETFbook.com enables users to build bespoke reporting, integrate their own data inputs, and create custom analytics dashboards tailored to their specific needs. By providing up-to-date ETF analytic tools and consolidated data, ETFbook.com reduces reliance on multiple sources and mitigates the costs associated with in-house development.
Target Audience
The primary users are fund selectors, wealth managers, asset managers, family offices, ETF issuers, market makers, PR professionals, and journalists seeking insights into the European ETF market.
Features
- Core Analytics: Analyze flows and performance of over 2,000 UCITS ETFs.
- Fund Screener: Screen ETFs by dozens of criteria, including ESG.
- Flows Dashboard: Provides insights into primary market activities in the UCITS ETF space.
- Performance Dashboard: Delivers total returns of ETFs over different time horizons.
- Custom Solutions: Development of bespoke analytic dashboards integrated into the platform.
- Data Integration: Ability to integrate user's own data inputs.
- Customizable Charts: Charts in corporate branding with download options.
- Market Segment Reports: Monitor flows and performance of ETFs belonging to model portfolios.
- Model Portfolios: Assess different opportunities with varying equity and fixed income allocations.
- Look-Through Analysis: Represent underlying holdings of ETFs with customized breakdowns.