The next-gen Fund Data Platform for Asset & Wealth Managers

Make better & faster decisions with the most user-friendly fund research tool.

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Don’t get left behind

Asset & wealth management is changing.

With pressures mounting from scale, costs & fees, a further sixth of firms are predicted to disappear by 2027. Teams are having to deliver better results with less resources.

To survive and thrive, you need strong products, happy clients and deliver great outcomes. And that’s exactly why we built AM Insights.

Why AMI

Automated alerts on your entire watch list

Fast & user-friendly

Accessible from any device

Instant access to 10,000+ funds

Your hands are tied behind your back

How in 2023 can fund data platforms be so difficult? Old, clunky, not available on mobile. Or so difficult to use, you need a PhD to figure it out. Using them feels like your hands are tied behind your back.

Your team needs access to the right data at the right time. So they can make the right decisions.

AM Insights is on a mission to change that

A tool so user-friendly, even the ‘dinosaurs’ on the team love it. Available on any device, putting information at your fingertips. With end-to-end coaching & support to help you get the results you want.

Request a demo to discuss how AM Insights can deliver for your organisation.

Request a Demo

See how much time AM Insights could save you

Fund researchers have to keep on top of potentially hundreds of funds, and though their teams are often shrinking through consolidation, regulatory responsibilities are increasing.

Your current buy list and tools

With the number of funds in your buy list and current tool, we can tell you how much time AM Insights could save you.

What main tool do you use?
How many funds are in your buy list?
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Deliver better client outcomes

Imagine a world where your whole team has the right information, at the right time.

And knowing how to interpret it in the context of their role. What would be the impact be? Better market awareness, better prep for meetings, more valuable conversations, more identified risks and opportunities.

AM Insights is used by Fund Researchers, Fund Sales, Investment Managers and Executives.

Find out how we help:

Fund Distribution
Maximise conversations with clients by truly adding value
Fund Buyers
Minimise the noise and focus on the areas that matter

The fund data platform built by fund researchers.

Look up and compare funds in an instant. With personalised dashboards & alerts, you can get more insights, in less time, with less stress.
Request a demo to discuss how AM Insights can help deliver for your organisation
Request a Demo

Info at your fingertips

Access the right information, at the right time.

Cut out the noise

Spend your time on the funds that matter.

Charts load instantly

No more frustrating loading times.

Relevant updates

Receive updates on the funds that matter most.

Act on key changes

Customised alerts so you can act quickly.

Log in from any device

Log in from anywhere and any device.

No user guide needed

User-friendly features that load instantly.

Personalised

Build watchlists of the funds that matter to you

Why fund researchers love AM Insights

AM Insights delivers the specific data fund researchers need in a simple, easy-to-use system that makes tracking your funds fast, easy, and stress-free.

Up to 14x less clicks and 4x quicker load time

Track your funds via your personalized dashboard, with less frustration and wasted time

Automated alerts on your entire watch list

Never miss another significant change in your buy list again.

Simple & easy to use

The clear, user-friendly interface you’ll love to use.

Focused on the features you actually use

No more getting lost in complex interfaces or wasting time finding the relevant feature.

Fast & accessible from any device

Access your funds from your desktop, laptop, mobile or tablet quickly and easily.

Designed specifically for fund research

Use a platform designed specifically to keep on top of your buy list.

What top fund researchers are saying

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Audrey Zander

Product Designer at Wise

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Daisy Simonis

Project Manager at Fedex

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Audrey Zander

Product Designer at Fedex

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Daisy Simonis

Project Manager at Wise

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Audrey Zander

Project Manager at Grab

One platform for all your funds.

Instant access to more than 70,000 share classes.
Customise your watchlist in just a few clicks.

Discover & Explore

Instead of 1000s of filters, AM Insights has the 30 that matter. Filter down universes in an instant.

Create Watchlists

Personalise the platform by creating your ‘watchlist’ - the funds you care about following.

Asset Class Templates

See only the stats relevant to a bond or equity fund, rather than lots of fields with N/A.

Updates & Alerts

Be aware of significant changes - either risks or opportunities - and decide whether to act.

Model Portfolios

Build your full model portfolios, or a specific subsector to see how different funds blend together.

Available from any Device

The platform is available on any device, including on your phone & tablet.

Fully Supported

We don’t give you a fish, we teach you how to how to use it, to get what you need from AM Insights.

Coaching & Consulting

AM Insights is not about tech, it’s about results. We can support you in getting the results you need.
Find out more about the AM Insights Fund Data Platform.
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