The fund data platform built by fund researchers

The only practitioner-built tool for asset & wealth managers

Providing a unified view of funds

Look up and compare funds in an instant. With personalised dashboards & alerts, you can get more insights, in less time, with less stress.

Identify risks & opportunities with alerts

Get notified when a fund in your watchlist halves in size, or the number of holdings jumps.

No more waiting for charts to load

Look up and compare funds in an instant. Access your dashboard, track funds, set up alerts, and more, all with a few simple clicks.

The right information at your fingertips

Look up and compare funds, whether you’re at your desk, on a train, or in a client meeting.

Focused on the features you actually use

Instead of hundreds of features you don’t use, have the right ones made simple.

Identify risks & opportunities with alerts

Get notified when a fund in your watchlist halves in size, or the number of holdings jumps.

No more waiting for charts to load

Look up and compare funds in an instant. Access your dashboard, track funds, set up alerts, and more, all with a few simple clicks.

The right information at your fingertips

Look up and compare funds, whether you’re at your desk, on a train, or in a client meeting.

Focused on the features you actually use

Instead of hundreds of features you don’t use, have the right ones made simple.

Why asset & wealth managers love AM Insights

AM Insights brings fund data into the 21st century. Its modern platform helps asset & wealth management teams deliver better client outcomes.

Info at your fingertips

Look up and compare funds in an instant, or visit your personalised dashboard.

Alerts on key changes

Never miss another significant change in your funds again.

Simple & easy to use

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

Cut out the noise

Spend your time on the funds that matter with only the features you need.

Fast & accessible from any device

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

Built by practitioners

The fund data platform built by fund researchers.

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