AM Insights | Why AM Insights?

Don't get left behind.

Asset & wealth management is changing. You need a fund data platform built for the 21st century. AM Insights is available on any device, putting information at your fingertips. With end-to-end coaching & support to help get the results you want.

Fund data can be infuriating to find

Even the simplest of stats take forever - all valuable time you could be spending elsewhere.

Tools should help not hinder

In 2023 how can fund data platforms be so difficult? Old, clunky, not available on mobile. Or so confusing, you need a PhD to figure them out.

What if there was another way?

AM Insights gets you the information you need fast, so you can get back to the work you want to be doing.

Dedicate more time to your most valuable work

Receive automatic and customisable alerts on any significant change in your watchlist, so they are relevant to you and your clients.

Fund data is often infuriating to find

Even the simplest of stats take forever - valuable time you could be spending elsewhere.

Tools should help not hinder you

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.

What if there was another way?

AM Insights gets you the information you need fast, so you can get back to the work you want to be doing.

Dedicate more time to your most valuable work

AM Insights automatically alerts you to any significant change in your watchlist, which you can customise so they are most relevant to you and your clients.

The fund data platform built by fund researchers

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.

Cut out the noise

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

Accessible on the go

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

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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 Sales

Maximise conversations with clients by truly adding value

Fund Research

Minimise the noise and focus on the areas that matter

Investment Managers

Know your fund portfolios and communicate more easily with clients

Instant access to the fund data & insights you need

Don't get left behind.

Fund data can be infuriating to find

Tools should help not hinder

What if there was another way?

Dedicate more time to your most valuable work

Fund data is often infuriating to find

Tools should help not hinder you

What if there was another way?

Dedicate more time to your most valuable work