Built for Wealth Managers

Fund intelligence that
drives decisions

Research, compare, and analyze investment funds with institutional-grade tools. Access comprehensive data on 10,000+ funds from a single, elegant interface.

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iShares Global Clean Energy
IE00B1XNHC34
+24.8%
1 Year Return
£8.2B
AUM
0.65%
OCF
4/7
Risk
Art. 9
SFDR
10K+
Funds Analyzed
50+
Data Points per Fund
6
Data Sources
Real-time
News & Updates
Platform Features

Everything you need to select the right funds

Comprehensive tools designed for wealth managers and financial advisors who demand institutional-grade research capabilities.

Smart Fund Finder

Search 10,000+ funds with powerful filters. Filter by asset class, region, performance, risk rating, ESG criteria, and more.

Explore Funds

Side-by-Side Compare

Compare up to 5 funds simultaneously. See performance charts, allocations, holdings overlap, and key metrics in one view.

Compare Funds

Deep Fund Analysis

Drill into performance, sector allocations, geographic exposure, top holdings, risk metrics, fees, and regulatory classifications.

Analyze a Fund

Holdings News Feed

Real-time news pins on fund charts showing market-moving events for the fund's underlying holdings. Never miss a story.

See It in Action

AI Price Forecast

Machine learning projections based on historical patterns, momentum, and market factors. See potential 6-month trajectories.

Try AI Forecast

Exposure Breakdown

See exactly what you're buying. Click any sector, country, or holding to find all funds with similar exposure.

Explore Exposures
How It Works

From search to selection in minutes

A streamlined workflow designed for how advisors actually research funds.

1

Find matching funds

Start with your investment criteria. Use smart filters to narrow down from 10,000+ funds to a shortlist that matches your client's needs.

Filter by asset class, region, sector
Screen by performance and risk
Apply ESG and SFDR criteria
Search funds by name, ISIN, or manager... Equity Global ESG 5★ Only 847 funds match your criteria BL BlackRock Global Equity IE00B4L5Y983 • £12.4B AUM +18.4% 1Y Return ★ 5 VA Vanguard ESG Global IE00BNG8L278 • £8.7B AUM +15.2% 1Y Return ★ 5 FI Fidelity Sustainable World LU1295551144 • £5.2B AUM +12.8% 1Y Return ★ 5
2

Deep dive into details

Click any fund to see comprehensive analysis. Performance history, allocation breakdowns, top holdings, risk metrics, and real-time news.

Interactive performance charts
Holdings news overlay
AI-powered forecast
iS iShares Global Clean Energy IE00B1XNHC34 • Clean Energy +24.8% 1 Year Return 1M 3M 6M 1Y 3Y News 3 AI Forecast +30% +15% 0% -15% Today Jan 25 Apr 25 Jul 25 Oct 25 Jul 26 AUM £8.2B OCF 0.65% RISK 4 / 7 SFDR Article 9
3

Compare side by side

Add funds to your comparison basket. See up to 5 funds side-by-side with synchronized charts, allocation comparisons, and holdings overlap.

Performance overlay charts
Fee and expense comparison
Holdings overlap analysis
Fund Comparison Comparing 4 funds • 1 Year Performance BlackRock × Vanguard × Fidelity × iShares × + +25% +15% +5% -5% Jan 25 Apr 25 Jul 25 Oct 25 Jan 26 BlackRock Global +22.4% Vanguard ESG +18.2% Fidelity World +15.1% iShares Clean +12.8%
Trusted by Advisors

What wealth managers are saying

"Finally, a fund research tool that doesn't feel like it was built in 2005. The news pins feature has saved me hours of research time."

JC
James Chen
Portfolio Manager, Private Wealth

"The comparison tool is exactly what I needed. Being able to overlay performance charts and see holdings overlap is invaluable for client meetings."

SM
Sarah Mitchell
Senior Financial Advisor

"The exposure analysis is brilliant. Click on a sector and instantly see all funds with similar allocations. Makes building diversified portfolios so much easier."

RP
Robert Parker
IFA, Parker Wealth Management

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